Updated over 7 years ago on . Most recent reply

Note investing strategies for retirement using an IRA or 401-K
Can any of you please share your investment strategies for retirement by using/purchasing Reperforming or performing notes in your IRA or 401-K?
Is anyone purchasing performing notes one at a time via the exchanges to build a retirement nest egg? I'm just curious to know what other's out there are doing to build their retirement portfolio using performing notes.
Best regards,
Most Popular Reply

Outside of my note business, my wife and I have retirement accounts that hold a portfolio re-performing notes. I've probably been building this up for over 15 years now with with a variety of notes (1st liens, 2nd liens, private money deals, etc).
Not much strategy to adding re-performers though, it can be pretty cut and dry. I guess the best advice is to have them in servicing of course. Makes it easier to be compliant and is beneficial not only for me but for my heirs.
I also lend money out of these accounts to trusted financial friends for their real estate deals (and they do the same for me). It can be a good way to tap into each other's retirement funds.