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Yvonne Garcia, CMO

Yvonne Garcia, CMO
Yvonne Garcia brings a 13-year track record of marketing, branding, and business development experience to the IRAR leadership team. In her role as chief marketing officer at The Entrust Group, she developed and implemented successful marketing, branding, and lead generation strategies, and oversaw an expansion in the firm’s online presence. Thanks to her long-time involvement with local and national real estate organizations, Yvonne has developed educational programs, materials, and products tailored for real estate agents and investors. A native of Nicaragua, Yvonne grew up in the San Francisco Bay Area, where she lives with her husband and two children. She works from IRA Resources’ office in Oakland, California.

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

Email: info@iraresources.com

Author's Posts

5 Reasons Every REALTOR® Should Have a Self-Directed IRA

by Yvonne Garcia, CMO on (May 27, 2020)

Self-Directed IRAs (SDIRAs) come with a lot of benefits, if you follow the rules and conduct due diligence on your investments. Real estate professionals are well-poised to take advantage of these benefits. Their real estate knowledge, experience, and access to good deals can be leveraged to reap the benefits of SDIRAs. But most aren’t taking advantage of the opportunity to build retirement wealth and grow their business at the same time.

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Topics: Real Estate IRA, Alternative Investments

3 Things Investors Really Hate About Self-Directed IRA Custodians

by Yvonne Garcia, CMO on (April 22, 2020)

After 16 years in the self-directed IRA industry, I’ve gained insight into some of the major complaints and pain points self-directed IRA investors deal with. As an investor myself, I’m empathetic to these challenges— especially as someone who works behind the scenes to create excellent customer experiences. With my experience working in all aspects of self-directed IRAs and alternative investments, from marketing to business development, I’ve had the opportunity to learn from savvy self-directed IRA investors of all levels. After much research and discussion with our clients as to why they’ve moved their IRA to IRAR Trust, here’s what I’ve found.

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Topics: Due Diligence, Self Directed IRA Rules, SDIRA Fees

Don't Fall For The Wrong Self-Directed IRA, Fees Will Break Your Heart!

by Yvonne Garcia, CMO on (February 13, 2020)

During the month of February, there’s a lot of focus on love, hearts, friendship, and— yes, self-directed IRAs. Besides googling what to buy your significant other, everyone’s researching how to open an account to get that tax break before April 15th rolls around or how to transfer their account to save on high fees. As a marketer, I’m always curious what people are looking for during holidays and national events— they influence people in ways you wouldn’t expect. It’s interesting to see what influences search trends, but what does this have to do with self-directed IRAs and fees?

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Topics: Real Estate IRA, SDIRA Fees

Choosing a Self Directed IRA Custodian for Real Estate Investments

by Yvonne Garcia, CMO on (November 20, 2018)

You hear it all the time— in endless blogs, books, and articles. The most important part of a successful real estate investor is the team behind you. When investing with your self directed IRA, your custodian is an essential part of that team, one that can help or hinder depending on the company.

Is your provider helping or hindering?

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Topics: Self Directed IRA Rules, Real Estate IRA, SDIRA Fees

5 Secrets Every Real Estate Investor Should Know to Build Wealth

by Yvonne Garcia, CMO on (January 16, 2018)

Imagine— a future where your retirement is secured by physical property. A future where you know that no matter what the stock market looks like, there is a tangible asset you can rely on. Investing in real estate is a popular strategy for many of those reasons. Unlike stocks, bonds, and mutual funds, it’s something you can touch, something you can feel, something you can drive up to and say, “I own that piece of property.” Most investors use personal funds or loans to buy real estate, and aren’t aware that you can make the same type of investment with your retirement savings. With the housing market rising steadily at 5-6% on average per-year since the 2008 market crash (according to the Case-Shiller Index), it’s no wonder more and more investors are looking at real estate to ground their retirement portfolios.

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Topics: Real Estate IRA

How to Properly Report the Fair Market Value (FMV) of your Self-Directed IRA

by Yvonne Garcia, CMO on (November 17, 2017)

If you have a self-directed IRA, at end of the year you'll receive a notice from your IRA custodian requesting you update the value of the assets in your account. This is called a “Fair Market Valuation” (or FMV) and it is used to adjust the value of an asset in your account— and with that, the total value of your IRA.

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Topics: Self Directed IRA Rules, Fair Market Valuation (FMV)

Self-Directed Real Estate IRA Fees: How Much are you Paying?

by Yvonne Garcia, CMO on (October 10, 2017)

Fees have a big impact on retirement accounts— they slowly add up over time, preventing you from putting your hard-saved money to work for your retirement. To help you make the most of your money, we’ve complied a guide to these fees. After all, if you’re doing some of the work with self-direction, you shouldn’t have to overpay for your IRA.

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Topics: Due Diligence, Self Directed IRA Rules, Real Estate IRA, SDIRA Fees

How to Avoid the Worst Kinds of Self-Directed IRAs

by Yvonne Garcia, CMO on (September 6, 2017)


Believe me, after 13 years in the self-directed IRA industry, I’ve heard it all: the good, the bad, and the downright weird. Yet, I remain committed to the promise of self-directed IRAs. I also believe passionately in the power of knowledge. If you’re considering a self-directed IRA, what you don’t know can hurt you. Finding the right self-directed IRA administrator requires research. Here are some of the worst kinds of self-directed IRAs and how to avoid them.

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Topics: Due Diligence, Self Directed IRA Rules, SDIRA Fees

How to Pay Low Fees & Get the Best Service for your Real Estate IRA

by Yvonne Garcia, CMO on (July 12, 2017)

Real Estate IRAs are the hottest investment trend for real estate investors. However, some potential investors are put off by the fees and some self-directed IRA providers. Here are 3 factors you should consider when opening a self-directed IRA to invest in real estate: fees, service, and knowledge. 

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Topics: Real Estate IRA, SDIRA Fees

4 Tips to Compare Apples to Apples Before Opening a Self-Directed IRA

by Yvonne Garcia, CMO on (June 13, 2017)

How much shopping around did you do before buying your latest car, computer, or HDTV? 

A decision as important as choosing an IRA provider deserves at least that much research. You’ll want to start by creating a comparison list for Company A and Company B. This lets you compare apples to apples—and to recognize a rotten apple when you see it. Here are some items you’ll want to research and compare:

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Topics: Due Diligence, SDIRA Fees

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