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Investing/Purchasing Trust Deed Investments with Your Qualified Retirement Account


A lot of custodians do not allow you to take control of your retirement account(s) to allow you to invest in non traded assets such as but not limited to Trust Deeds, Mortgages, Notes, Mortgage Funds and Private Placements.

They only allow you to invest in publicly traded investments such as Stocks, Bonds, Treasury Bills, ETF's, Junk Bonds.

You can roll over your 401(k) or Transfer your IRA over to a Self Directed Retirement Account.  Some Self Directed Retirement Accounts can earn Tax Free Passive Income such as ROTH accounts. Below is a list of the most popular retirement accounts we see invest in trust deeds and mortgage funds


  • Self Directed IRA's
  • Roth IRA's
  • Charitable Remainder Trusts (CRT's)
  • Pension Plans (DBPP)
  • Keogh Plans
  • HSA Plans



A lot of custodians do not allow you to take control of your retirement account(s) to allow you to invest in non traded assets such as but not limited to Trust Deeds, Mortgages, Notes, Mortgage Funds and Private Placements.

You can roll over your 401(k) or Transfer your IRA over to a Self Directed Retirement Account.  Some Self Directed Retirement Accounts can earn Tax Free Passive Income.  Below is a list of third party custodians that allow you to invest in

trust deeds, mortgages, private placements and mortgage funds.