Unraveling the Mystery of Investing in Notes inside Self-Directed IRAs

Buying Notes Secured by Deeds of Trusts or Mortgages

What does that mean?  What are the benefits of buying notes?  How can you get started?  Our guest describes it as “Dancing between property and paper.”  Dawn Rickabaugh is the owner of NQ Capital (NoteQueen.com), a small, family-operated investment company that buys both property and paper.  She buys seller-financed notes across the country and helps others get started investing in promissory notes secured by deeds of trust, too.  She also buys & sells real estate in Carson City, Nevada (Reno-Tahoe area), and consults in real estate transactions that involve owner financing.  

Investing in Notes Inside Self-Directed IRAs or 401(k)s

Self-Directed IRA and Individual 401(k) Plan account owners have become increasingly frustrated with Wall Street.  Real estate investors want to invest in what they know, understand, and love – real estate.  And yet, so many IRA Custodians only allow stocks, bonds, and mutual funds as investment vehicles.  

Investors want options, choices, especially when it comes to real estate.  Investing in promissory notes secured by real estate – often referred to as buying paper – inside of a Self-Directed IRA and Individual 401(k) Plan is one such option.  You can buy and invest in real estate, deeds of trust, mortgages, promissory notes and other “paper” inside Self-Directed IRAs and Individual 401(k) Plans.  Join Dawn Rickabaugh and host Bill Exeter as they unravel this mystery today! 

 

Email your Self-Directed IRA and Individual 401(k) Plan questions to ASK@exeterco.com and we’ll address them in our next episode.

Investing in Promissory Notes Secured by Deeds of Trust and Mortgages Inside a Self-Directed IRA or Individual 401(k) Plan

Next Episode of Go Ahead, ASK! Podcast 

Join us on the next episode of Go Ahead, ASK Podcast as we unravel the mystery of investing in Delaware Statutory Trusts (DSTs) as replacement property options for 1031 Exchanges.  You can email your Delaware Statutory Trust (DST) questions to ASK@exeterco.com or call (619) 239-3091 and we'll cover them on the Podcast. 

Unraveling the Mystery of California Proposition 19 by Go Ahead, ASK Podcast

California Property Taxes Get More Complicated 

Property taxes get more and more complicated, especially in the state of California.  California Proposition 19 was passed by voters in November 2020.  Proposition 19 has significant negative effects on the transfer of real estate – both primary residences and rental or investment property – to children and grandchildren.  

Unraveling the Mystery of California Proposition 19

The Exeter Group Unravels the Mystery of California Proposition 19 on Go Ahead, ASK! Podcast.  The discussion includes how California Proposition 19 impacts current California property tax laws, including the Parent to Child (Prop 58), Grandparent to Grandchild (Prop 193) and Senior Exclusion from Reassessment (Prop 60 and Prop 90).  

Join expert guests Tony Krvaric, President and CEO, Krvaric Capital, and Jordan Marks, Esq., Taxpayer Advocate, San Diego County Assessor/Recorder/County Clerk for an in-depth discussion of California Proposition 19. Email your questions to ASK@exeterco.com and we’ll address them in our next episode.

California Proposition 19

Next Episode of Go Ahead, ASK! Podcast 

Join us on the next episode of Go Ahead, ASK Podcast as we unravel the mystery of investing in notes inside Self-Directed IRAs and Individual 401(k) Plans (Solo Ks).  You can email your note or paper investing questions to ASK@exeterco.com or call (619) 239-3091 and we'll cover them on the Podcast.