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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TaliMar Financial has developed an easy way to view and subscribe to our Trust Deed offerings. Simply create a Lender Account and access trust deed investment opportunities through our online Lender Portal. You will also have access to view your portfolio of trust deeds and other tools available to our trust deed investment community.