1. JoffreyLong (818)366-5200www.HowToBuyTrustDeeds.com
HowDo
• First, the investor must set up a self-directed
IRA plan account.
• Upon selection of a trust deed investment,
investors instruct the IRA Custodian to begin
the process of investing IRA funds in first trust
deeds.
• Documentation is completed, funds are
invested.
IRATrustDeedInvestmentsWork?

2. JoffreyLong (818)366-5200www.HowToBuyTrustDeeds.com
HowDo
• In addition to a full or partial assignment of the
note, an assignment of the interest in the trust
deed is recorded in the name of the
custodian, as trustee for the IRA trust deed
investor.
• Loan payments, and other income from the
loan are paid out to the IRA Custodian, for
deposit into the trust deed investor's IRA or
other retirement account.
IRATrustDeedInvestmentsWork?

3. JoffreyLong (818)366-5200www.HowToBuyTrustDeeds.com
HowDo
• There are specific requirements for investing
IRA funds in trust deeds. For higher interest
returns, many investors regularly use a self-
directed IRA. However, there are rules and
requirements to follow, so please consult with
qualified advisors regarding this.
IRATrustDeedInvestmentsWork?

4. JoffreyLong (818)366-5200www.HowToBuyTrustDeeds.com
HowDo
• NOTE: Many banks, brokerage houses,
mutual fund companies and other investment
providers DO NOT deal with self-directed
IRAs at all. In addition, your placement of
retirement funds into a self-directed IRA likely
means the REMOVAL of IRA funds from their
institution. You may get better results in
directly contacting a company that acts as a
custodian for IRA accounts, and can provide
useful information about investing IRA funds
in first trust deeds.
IRATrustDeedInvestmentsWork?

5. JoffreyLong (818)366-5200www.HowToBuyTrustDeeds.com
Formoreinformationabouttrustdeed
investing,pleasevisit:
Or contact Joffrey Long at (818) 366-5200 or
info@asksw.com
Southwest Mortgage, 17045 Chatsworth Street, Granada
Hills, CA 91344-5845
Southwest Mortgage, Licensed Real Estate Broker, license #
00898122, Joffrey Long, Licensed Real Estate Broker #
00525142, California Bureau of Real Estate
There are risks involved with trust deed investing. Please
carefully consider the suitability of this type of investment for
you, or any individual trust deeds for investment when
determining how to invest in trust deeds.
www.HowtoBuyTrustDeeds.com
&
www.TrustDeedInvetmentGlossary.com