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Updated over 6 years ago,

User Stats

87
Posts
22
Votes
Angela Russo
  • Specialist
  • Milwaukee, WI
22
Votes |
87
Posts

SD IRA Note Investing Servicing

Angela Russo
  • Specialist
  • Milwaukee, WI
Posted

Hello All,

Newbie here and just getting started working on learning about note investing after hearing Dave on the BP Podcast and reading his book. So thanks in advance for answering my (likely) basic questions.

I'm looking to dip my toe in the waters using a SD Roth IRA. Are there IRA custodians that also do the note servicing? Or do you have to go with two different companies? Recommendations for either/both would be appreciated!

What is a reasonable amount to start out? I'm non-accredited and want to start getting experience and learn if I'd want to branch out into taxable investing as well, so I'd be looking at individual and/or partials vs a note fund. 

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