Next Generation Trust will be closed on 12/25 and 1/1

Exploring Mortgage Funds and Self-Directed IRAs: A Guide for Accredited Investors

Event Date 2024-12-12 15:00:00

Join Mark Hanf, CEO of Pacific Private Money, and Jack Malpass, Business Development Specialist at Next Generation Trust, for an engaging webinar designed to help accredited investors diversify their portfolios. Learn about Pacific Private Money’s mortgage funds and the flexibility of self-directed IRAs (SDIRAs) for retirement investing.

What You’ll Learn: 

  • What is a Mortgage Fund? – Discover the basics of mortgage funds and how they operate.
  • Investment Strategies with Pacific Private Money’s Mortgage Funds- Learn how these funds are structured to generate consistent returns through well-secured real estate assets.
  • What is a Self-Directed IRA? –Jack Malpass from Next Generation Trust will introduce self-directed IRAs, explaining how they differ from traditional IRAs and the wider range of assets they allow, including real estate funds and mortgage notes.
  • How to Open and Manage a Self-Directed IRA- Gain step-by-step guidance on setting up an SDIRA with Next Generation Trust. Learn the basics, from account setup to selecting eligible investments, empowering you to diversify within your retirement portfolio.
  • Expanding Your Investment Options with SDIRAs –Discover how self-directed IRAs provide flexibility and security for your retirement strategy. Understand the benefits of holding alternative assets and the tax-deferred growth potential they offer.

This highly- educational webinar provides valuable insights into alternative investments with Pacific Private Money’s mortgage funds and the flexibility of self-directed IRAs.

Register today to explore how these tools can strategically support your investment goals! 

Register Here

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