IRA / Retirement Investing

Our Individual Trust Deeds offer excellent investment opportunities for self-directed IRA's. Self-directed IRA’s generally refers to an IRA custodian that allows an IRA owner some degree of control over their investment decisions.

Common IRA custodians include Schwab, TD Ameritrade, Pensco Trust, Fidelity and other firms.

Below is an explanation on how to invest in our Individual Trust Deeds using your self-directed IRA:

• Verify that your IRA custodian will allow investments in Trust Deeds. We are happy to contact them directly to determine if they approve of our investment offerings.
• If applicable, verify that your custodian meets any investor suitability requirements.
• Fill out the appropriate “authorization to invest” form(s) from your custodian.
• Contact Sequoia Mortgage Capital at 415.946.8201 to help answer any questions you may have and complete the investment process.