Investment Types For Promissory Notes

You should never feel as if your retirement funds might be able to do more outside of your IRA vs inside.

Funny concept, when all we have been taught over the years is to invest in the stock market and earn an average return to grow your retirement.

Thankfully, Mountain West IRA allows you to invest in what you know best! Let’s talk about the different allowable investments.

Common Investments vs. Alternative Investments

• Common Investments: Public stocks, bonds, mutual funds. You can open an IRA with almost any financial custodian that you see on TV or at your local bank, and you can have the option to invest in a public stock trading platform.
• Alternative Assets: Real estate, promissory notes, private companies, or precious metals. YES, you can use your IRA to invest in all of the above. You will not find this type of account at your local bank or big-name financial organization. You will want a company that specializes in self-directed IRA’s with alternative assets. You choose the investment and have the opportunity to invest in what you know. You do Not have to go with a company that offers the same cookie cutter investments as every other company. You can have the freedom of self-direction, where you can build your retirement employing the same tax-deferred or tax-free methods of retirement accounts.

Our favorite thing to hear after a client does their first transaction is, “Why have I not heard about this sooner!” The education is out there.

However, you must wade through a swamp of commission-seeking financial advisors to get it. Keep in mind, someone who is only trained in common investments may not be educated in alternative assets. Diversification is very important when it comes to retirement. T

his is your future – putting time aside to learn the methods that fits you and your family best are important. Invest in what you know best!