Do's and DON’TS of Qualified Retirement Plans

### Lunch & Learn: The Do’s & Don’ts of SDIRAs for Mortgage Investors

Hosted by The N.A.P. Private Equity Club

Many investors want to use retirement funds to invest in mortgage notes—but few fully understand the rules, risks, and real advantages of doing it the right way. Often finding money from an old job that they have yet to rollover now allowing them to get into the "game".

This Lunch & Learn features Heritage IRA for a practical, investor-focused discussion on how Self-Directed IRAs (SDIRAs) are commonly used in note investing—and where people get tripped up.
During this one-hour working session, we’ll cover:

• The do’s and don’ts of using Self-Directed IRAs for mortgage note investing
• The steps to opening an SDIRA and what investors should expect along the way
• The key benefits of SDIRAs, especially when investing in alternative assets
• What investors can and cannot invest in using qualified retirement accounts

This is not a sales pitch. It’s a clarity session designed to help investors protect their retirement capital, avoid prohibited transactions, and make informed decisions when deploying IRA funds into notes and other alternatives.

Whether you’re already investing with an SDIRA or exploring the option for the first time, you’ll leave with a stronger understanding of how to structure deals cleanly and compliantly.

📅 Thursday, January 29
⏰ 12:00 – 1:00 PM (PT)
📍 Live on Google Meet
Bring your lunch. Bring your questions. Leave smarter.