The primary benefit of Notes in a Roth Wrapper is that there is no tax on earnings from the note investments.
Since Roth accounts are set up as self-directed accounts, you have “checkbook control,” allowing you to draw on funds as you need them.
As the note holder, you’ll continue receiving regular tax-free payments on your note until the mortgage is paid
The final Pillar in the purposeful plan requires knowing the ins and outs of notes, as well as self-directed IRA funds. You can count on BawldGuy Investing to guide you every step of the way.
We’ll help you navigate the ever-changing tax codes and laws so you can maximize your earnings potential, including the self-directed Roth IRA changes that can impact your investment decisions.
We have the expertise to evaluate the quality and risk of any real estate note you invest in, and that includes the loan to value ratio, the notes position, the value of the property, and more.