Private Note Investing in an IRA: What Every Investor Should Know

Did you know your self-directed IRA can hold private notes and generate returns outside the stock market? Private note investing is one of the most flexible strategies available to self-directed IRA investors, yet it is often one of the least understood.

In this webinar, Advanta IRA's Owen Lynn and guest Jeremy Adrian, Co-Founder of Crown Capital Resources, will explain the fundamentals of investing in private notes. They’ll cover common deal structures, potential risks and rewards, and the due diligence considerations every investor should know before entering a deal.
You'll also learn how to use self-directed IRAs to hold private notes and other alternative investments, which gives your retirement portfolio access to opportunities most investors never consider.

If you're looking to diversify beyond traditional assets and put your IRA to work in 2026, this session is your starting point.

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