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Cecilia Guerra, Operations Associate

Cecilia Guerra, Operations Associate
Cecilia (known to her friends and coworkers as “Cece”) grew up in sunny Pinole, California and now lives nearby in Rodeo with her husband and four-year-old son, Jarin. With her six years in the financial industry, she has a deep understanding of the needs of clients in this space. She’s passionately dedicated to the customer experience and has spent the last 3 years of hands-on experience processing transactions in self-directed IRAs, with an emphasis on private placements. Who knows self-directed IRAs? Cece does!

Website: https://www.iraresources.com/

Email: info@iraresources.com

Author's Posts

Different Notes for Different Folks: 3 Kinds of Self Directed IRA Promissory Notes

by Cecilia Guerra, Operations Associate on (September 13, 2018)

Why not take a typical private loan agreement and make it all your own? When investing in promissory notes with your self directed IRA, you can do it (almost) any way you please.

A promissory note is a legal agreement for one party to lend money to another, with terms and stipulations outlined specifically. You can use them in a ton of different ways— from offering private loans for qualified individuals, business loans to companies looking for financing, even by acting as the “bank” in a real estate deal— which is why they’re so popular, even outside of self direction.

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Topics: Self Directed IRA Rules, Promissory Notes

Invested In A Single Member LLC With Your Self Directed IRA?

by Cecilia Guerra, Operations Associate on (August 15, 2018)

We’re here to help you become the self directed IRA superstar you were born to be. Now that your IRA LLC is set up and ready to invest, what’s your next step? If you’re looking to invest your retirement with more control than you ever imagined, all while ensuring your account is compliant, we’ve got you covered. Keep these tips in mind for continued success when investing with your self directed IRA:

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Topics: Private Placements/LLCs, Self Directed IRA Rules

Promissory Notes With Your Self Directed IRA: Investor Guide

by Cecilia Guerra, Operations Associate on (August 1, 2018)

One option investors often choose in self directed IRAs is investing through promissory notes. A promissory note is a signed agreement promising to pay a person or business a certain amount— with interest and a maturity date. There are so many strategies used by investors, from buying and selling notes to acting as the lender on real estate deals (often known as mortgage notes). Today, we'll be covering promissory notes (but not those secured by real estate)— here's the process to get started:

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Topics: Self Directed IRA Rules, Promissory Notes

So, Your Self-Directed IRA Invested In Private Stock— Now What?

by Cecilia Guerra, Operations Associate on (June 29, 2018)

You've invested in a private company with your self-directed IRA— now what? The paperwork is signed, the funds have been sent out, you're all done... right? Well, sort of. With a self-directed IRA, you're in the driver's seat— but that means you've got a few things to handle when it comes to your investment.

Here's what to remember to keep your self-directed retirement in check:

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Topics: Private Placements/LLCs, Self Directed IRA Rules

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