Basics of a Self Directed IRA with Brian Davis

Brock VandenBerg of TaliMar Income Fund features Brian Davis of AccuPlan Benefits Services to discuss the Basics of a Self Directed IRA.

What is a Self Directed IRA? A self-directed IRA is a type of traditional or Roth IRA, which means it allows you to save for retirement on a tax-advantaged basis and has the same IRA contribution limits. The difference between self-directed and other IRAs is solely the types of assets you own in the account.

Self Directed IRA investors make up roughly 25% of the investors in TaliMar Income Fund. There are several advantages of investing with a self directed IRA in a mortgage fund which includes an exclusion from unrelated business taxable income (UBIT) and the ability to reinvest the monthly distributions. 

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