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STOP WATCHING YOUR RETIREMENT MONEY COLLECT DUST
Here's a crazy stat that should make you angry:
Right now, $20 BILLION in SDIRA money is sitting completely idle.
Doing nothing. Earning zero.
While you watch inflation eat away at your hard-earned retirement savings.
But here's what's really frustrating:
There's a proven strategy that could be earning you returns of up to 12-15% right now while being secured by real estate.
It's called "Private Lending" - lending your self-direct IRA (SDIRA) retirement funds to real estate investors who need private financing.
While other investors deal with tenants, toilets, and 2 AM repair calls, you could be earning steady, returns by financing their deals instead.
So why isn't everyone doing this?
Because there's a massive difference between wanting to fund deals and actually knowing how to protect yourself like a real bank does.
Real banks don't just hand out money and hope for the best. They have systems. Procedures. Documentation that protects them even when borrowers disappear.
Most SDIRA owners don't.
And that's exactly why $20 billion sits idle - not because people don't want higher returns, but because they're terrified of losing their entire retirement account trying to get them.
The reason your money is sitting there isn't because you're overthinking it.
It's because you're terrified of screwing up your entire retirement account.
And for good reason.
Who's to Blame for All This Money Not Being Deployed?
I've spent 34 years as a practicing attorney and 31+ years as a real estate investor watching this happen.
Here's what I've learned: People aren't sitting on the sidelines because they lack motivation.
They're sitting there because they're paralyzed by fear or the lack of step by step know how.
Fear of losing their entire retirement account.
Fear of violating some SDIRA rule they don't fully understand.
Fear of getting audited by the IRS.
Fear of borrowers disappearing with their money.
And let's be honest - the whole system seems designed to keep you stuck:
Custodians give you forms but are not allowed to give guidance
"Experts" talk theory but can't show you actual deals
Documentation requirements can change without warning
One wrong move could cost you your entire account
Nobody shows you what to do when things go sideways
So what happens?
Your money sits there. Doing nothing.
While opportunities pass you by.
Every. Single. Day.
But here's what the "gurus" won't tell you…
I'm The Guy They Call When Everything Goes Wrong
My name is Jeff Watson, and I'm not like the other "experts" in this space.
While they're out there cheerleading about how "easy" SDIRA lending is...
I'm the attorney who gets called to clean up the mess when it all falls apart.
I'm the guy who has to tell someone their $50,000 is "never coming back."
I'm the guy who sees the Ponzi schemes, the fraudulent operators, the borrowers who disappear.
I'm the guy who watches people lose their entire retirement accounts because they followed advice from someone who never had to deal with the consequences.
Here's the difference:
Those other "experts"? They make money selling you the dream.
I make money fixing the nightmare when their advice goes wrong.
And after 34 years of practice, I've discovered something crucial:
90% of SDIRA lending disasters are completely preventable.
Not through luck. Not through "picking better borrowers."
Through systematic procedures that protect your money even when everything else goes sideways.
Let me prove it to you…
How I Helped Scott Recover $50,000 That Was "Never Coming Back"
Here's a story that perfectly illustrates what I'm talking about:
Scott had made what seemed like a solid loan from his self-directed IRA. The borrower was paying regularly, they had a good relationship, everything seemed fine.
Then suddenly... silence.
No payments. No communication. No response to calls or emails.
His $50,000 was just... gone.
Scott was convinced he'd never see that money again. He'd essentially written it off as a total loss.
But here's what Scott didn't know:
When you lend from your IRA without proper documentation and procedures, you don't just risk losing money - you risk losing it FOREVER.
Your IRA usually can't hire a collection agency. You can't personally guarantee the debt. Custodians CANNOT help with collections.
You're stuck.
Unless you know what I know.
When Scott reached out to me, I didn't tell him to write off the money. Instead, I looked at what documentation he had, analyzed his position, and developed a systematic recovery strategy.
The result?
Scott got his entire $50,000 back. Money he was certain was gone forever.
"A few years ago, you saved my bacon and helped me bring back $50,000 from a non-payment... it was $50,000 I wasn't going to see coming back. That's real money."
Here's the key insight:
This recovery didn't happen by accident.
It happened because we followed proper procedures, maintained detailed documentation, and knew exactly what steps to take when things went wrong.
Here's Why SDIRA Private Lending Is Your Fastest Path to Success
Let me be direct: There are dozens of ways to invest your SDIRA funds.
Here's why private lending should be your first move:
Immediate Benefits:
Every deal can be secured by real estate (sleep better at night)
Every deal can be protected by insurance (sleep even better at night)
Start with any size account (no massive minimum needed)
You control the loan terms (not the other way around)
Simple to repeat once you know the system
10-12% consistent returns on conservative deals
30%+ returns on advanced structures
But here's what nobody tells you about private lending:
Knowing it's your fastest path to SDIRA success and actually DOING it safely are two completely different things.
I've watched hundreds of people jump into private lending because someone told them it was "easy money."
Six months later, I'm getting the phone call:
"Jeff, the borrower stopped paying..."
"Jeff, I think I violated a prohibited transaction rule..."
"Jeff, the title company messed up the closing..."
"Jeff, I don't know if my documentation will hold up..."
Here's the brutal truth: Private lending IS your fastest path to wealth - but only if you know how to protect yourself from the 47 different ways it can destroy your retirement account.
Get the system that will help protect yourself
That's exactly why I created SDIRA Private Lending
The complete disaster-prevention system that shows you how to build wealth WITHOUT becoming my next rescue case.
Here's what makes this different from everything else you've seen:
Instead of just telling you what's possible...
Instead of showing you theoretical returns...
Instead of leaving you to figure it out on your own...
I'm going to show you exactly HOW to do it safely.
The same systematic approach I use to recover "lost" money for my clients.
The same procedures that have protected my clients from fraudsters, bad borrowers, and costly mistakes.
The same documentation that turns a potential disaster into a complete recovery.
Picture This Transformation:
Instead of:
Watching your money sit idle
Wondering if you're missing opportunities
Letting inflation eat away at your savings
Feeling paralyzed by fear and uncertainty
You Could Be:
Earning 12% or more on investments secured by real estate
Building a portfolio that grows consistently
Creating monthly income that compounds over time
Funding deals with complete confidence
Knowing exactly what to do when problems arise
Here's the brutal math of waiting:
Let's say you have $200,000 sitting in your SDIRA earning 4% in traditional investments.
The cost of "waiting until you're ready" isn't just the course price.
It's six figures in lost wealth building.
But here's the good news:
You don't have to wait years to "feel ready." You don't have to learn through expensive trial-and-error. And you definitely don't have to risk your entire retirement account figuring this out on your own.
You can get the exact systematic approach that's protected millions in SDIRA investments and start funding your first deal within 30 days.
Introducing: SDIRA Private Lending
The Complete System for Turning Your Idle SDIRA Into a Wealth-Building Machine
This isn't another "what you can do" course.
This is the step-by-step HOW-TO system that takes you from paralyzed and uncertain to confident and systematic.
Here's what makes this different:
Every other course teaches theory. This teaches implementation.
Every other course assumes you'll figure it out. This gives you exact procedures.
Every other course leaves you hanging when problems arise. This shows you exactly what to do.
The proof? Listen to what students are saying:
What others are saying
20+ years real estate, never done private lending before
"I would be like a blind guy wandering around in the darkness. But I don't feel like that... I feel like I can do it." - Kevin Flowers
Just completed her first large loan using the system
"This course is your operating system... It's like a light bulb went on to read the paperwork and understand it." - Jane Stoecker
Investor launching Spanish REIA
"Doing things properly is going to save your butt... it's much better to know now, before you do a bad loan, than to try to fix things when you've done it incorrectly." - Homero Corona
Been lending since 2017
"I paid hundreds of thousands of dollars I could have saved if I'd just known these things... My confidence, even after all these years, has grown tremendously." - Paul White
Former hard money lender
"Sometimes the best deal out there is the one that you don't do... knowing when that's the case and knowing when and how to proceed... that's just like this course. Priceless." - Scott Ficinus
Multiple courses with Jeff
"I know I have a lot more now than when I started, but it's all there for me to go back and master... just like those classes you took in high school or college that really matter." - Joe Zentner
These aren't just testimonials. These are transformations.
From fear to confidence. From theory to implementation. From sitting on the sidelines to funding deals.
Here's Exactly What You're Getting:
Module 1: Foundations - Getting Started Right
- How President Trump's executive order just further legitimized private lending
- The "stranger test" that keeps the IRS off your back
- Why that "charming" borrower will probably steal your money
- The "$100,000 basement lesson" Jeff learned the hard way
Module 2: It is All About the Note
- The "summary box" that protects you from borrower amnesia
- How to juice your ROI with one tactic
- The "joint and several liability" clause that turns multiple borrowers into your IRA's ATM
- Jeff's "lender loss payee vs. additional insured" insurance secret
Module 3: Security Instruments
- Why deed of trust states are the "holy grail" of private lending
- The "assignment of rents" magic trick that makes ghosting borrowers reappear
- The ultra advanced "membership interest pledge" that no one else teaches
- How to turn tenants into your IRA's collection agents without firing a shot
Module 4: Closing Instructions
- The "blue ink or bust" rule that separates real lenders from wannabes
- How to collect your points and prepaid interest at closing without touching loan proceeds
- The "lender loss payee vs. additional insured" insurance hack that most lenders never learn
- Why keeping the original note could be perfectly legal (and what Tax Court case proves it)
Module 5: Wraps & Co-Lending
- How to turn $20,000 into a 73% annual return using Jeff's "points rollback" strategy
- The "wrap addendum" that protects small IRAs from getting crushed
- Why "investor-friendly" title companies might be stealing your money
Module 6: Payoffs & Extensions
- How to handle payments, extensions, and early payoffs
- Jeff's proven recovery procedures when borrowers stop paying
- Foreclosure processes and working with attorneys
- Documentation for releases, satisfactions, and loan closures
Module 7: IRA-Owned Entities & Checkbook Control
- When and why to consider IRA-owned LLCs and trusts
- The risks and benefits Jeff won't let you ignore (including case law analysis)
- Why Jeff himself doesn't use checkbook control (and what he does instead)
- Entity setup, management, and operation best practices
Module 8: Inter-Creditor Lending Agreement & When Loans Go Wrong
- Two critical inter-creditor agreements you MUST distinguish
- Jeff's "triage checklist" for when borrowers ghost you
- The "polar bear moment" collection strategy
- Why Jeff treats his best friends like "Joe Dirt Ball borrowers"
But that's not all you're getting...
Plus: Complete Template Library
Fill-in-the-blank legal documents for every situation
Closing instruction templates that prevent costly mistakes
Due diligence checklists that catch problems before they cost you money
Borrowing resolutions, entity documents, and compliance forms
Real Case Studies Throughout:
See exactly how Jeff evaluates actual deals (including ones he rejected and why)
Learn from other people's expensive mistakes so you don't repeat them
Watch the systematic approach that prevented permanent losses even when
borrowers disappeared
Understand how proper documentation led to full recovery in fraud situations
This isn't just education—it's the complete operating system for building a profitable, protected private lending business using your retirement funds.
Let's talk about what this is really worth:
The cost of learning the hard way:
One prohibited transaction violation: Your entire IRA disqualified (potentially $100,000+ in taxes and penalties)
One bad loan without proper documentation: $50,000+ gone forever (like Scott almost lost)
One missed due diligence step: $25,000-$100,000 to fraudsters (I see this a lot)
One closing mistake: $5,000-$15,000 in legal fees to fix (if it can be fixed)
Learning through trial and error: "Hundreds of thousands of dollars" (Paul's actual words)
Total potential cost of mistakes: $200,000-$500,000+
The cost of getting it right from day one:
SDIRA Private Lending:
$4,997$3,997Private consultation with me: $500/hour (minimum 10-hour engagement = $5,000)
Having me fix one disaster: $5,000-$25,000 (if recovery is even possible)
Your investment: $4,997 $3,977
What you're avoiding: $200,000-$500,000 in potential losses
ROI on preventing just ONE major mistake: 4,000%-10,000%
Plus, it gives you the systematic approach to build a consistent lending portfolio, that could easily 10x your investment over the next two years.
Plus, you get something no private consultation can provide.
One Full Year of “Ongoing Protection”
SDIRA Private Lending Community Access ($1,188 value)
Twice-monthly live Zoom calls with me
Forum access for questions and networking
Additional training on timely topics and market changes
Real-time guidance on deals you're considering
Education against new scams and evolving regulations
After your first year: Continue your “protection” for just $99/month
Why ongoing support matters:
Laws change. IRS requirements evolve. New scams emerge. Market conditions shift.
The 10% of problems that can't be prevented upfront? That's what the community handles.
Why You Must Act Now
Here's the uncomfortable truth:
Every day you wait, your money loses purchasing power to inflation.
Every day you wait, opportunities pass you by.
Every day you wait, other investors are building wealth while you're stuck in analysis paralysis.
But here's what makes this decision urgent:
From now through October 6th only, you'll also receive these exclusive bonuses:
Two Time-Sensitive Bonuses
Bonus #1: One Ticket to Deal Maker Private Capital, October 22-24, 2025 Dallas, TX
($695 Value - FREE)
As an exclusive bonus, you'll receive complimentary access to this comprehensive deal-making workshop that transforms both new and seasoned real estate professionals into confident, stress-free lenders through cutting-edge strategies and foundation-building techniques you've never considered before.
This hands-on experience goes beyond traditional note-taking with interactive workshops where you'll immediately apply advanced concepts like preliminary deal analysis, strategic point and fee charging, co-lending structures, and full-proof lending processes that eliminate deal anxiety before it starts. You'll walk away with an incredible goodie bag packed with freebies, e-books, workbooks, and Jeff Watson's actual client paperwork, plus gain access to the exclusive Deal Maker Community where you can analyze deals, find joint venture partners, and tap into ongoing support whenever you're stuck.
The epic networking opportunities alone will help you create valuable new relationships, discover your next lender, and dramatically expand your lending pool, while the comprehensive training on business management, scaling strategies, and professional communication protocols will show you exactly what your lending business should look like and how to build the team to support your growth.
Bonus #2: One Ticket to NoteExpo, November 7-8, 2025 Dallas, TX
($799 Value - FREE)
As an exclusive bonus, you'll receive complimentary access to NoteExpo, the premier real estate investing event, where industry luminaries reveal cutting-edge strategies for "Future-Proofing Your Investments" in today's rapidly evolving market.
This professional-grade conference delivers curated knowledge on the latest real estate landscape shifts, proven strategies to accelerate your financial growth and diversify your portfolio, insider tenant and property management techniques from seasoned investors, plus invaluable networking opportunities with industry leaders who can transform your investing approach.
Designed specifically for ambitious real estate professionals and investors, NoteExpo teaches you how to "Pivot, Profit, and Prosper" by staying agile and purposeful in your investment decisions, giving you the master-level insights needed to thrive in our fast-paced real estate world and chart a profitable future regardless of market conditions.
I will be attending and presenting at both of these events, so here is a chance to connect with me in-person.
Don't miss out on these incredible bonuses.
Total Bonus Value: $1,494
These bonuses are only available until October 6th and will not be offered again.
Remember what Kevin Flowers said:
"I just graduated from college, private lending college."
The question is: Do you want to graduate now with these exclusive bonuses, or keep sitting in the hallway wondering what you're missing?
Your Decision Comes Down to This:
You can keep watching your SDIRA funds sit idle, wondering if you're missing opportunities...
Or you can join the students who are transforming their retirement accounts into systematic wealth-building machines.
At $3,997 (plus $1,494 in bonuses), you're not just buying a course.
You're investing in:
The systematic protection that recovered Scott's $50,000
The confidence that transformed Kevin from "blind man wandering in darkness" to "private lending college graduate"
The operating system that Jane calls "a light bulb going on"
The knowledge base that could have saved Paul "hundreds of thousands of dollars"
Here's my promise:
Follow this system, and in 90 days you'll have the confidence to evaluate any SDIRA lending opportunity.
In 6 months, you'll wonder why you ever hesitated to put your retirement funds to work.
In 12 months, you'll be the one other investors come to for advice.
But only if you take action today.
Ready to Transform Your SDIRA Into a Wealth-Building Machine?
Click the button below to secure your spot and claim your exclusive bonuses:
ENROLL NOW - $3,997 + FREE BONUSES
Bonuses expire when the counter hits zero and will not be offered again
Still here? Let me guess what you're thinking:
"This sounds great, but what if I'm not cut out for this?"
"What if I make a mistake anyway?"
"What if this doesn't work for someone like me?"
I get it. After 34 years of practice, I've heard every fear.
But here's what I want you to understand:
The people succeeding with this system aren't necessarily the smartest people in the room. They're not the most experienced. They're not the ones with the biggest accounts.
They're simply the ones who decided that learning from someone who's seen almost every possible disaster was smarter than trying to figure it out alone.
Kevin Flowers said it perfectly: "I would be like a blind guy wandering around in the darkness. But I don't feel like that... I feel like I could do it."
That transformation - from "blind guy wandering" to "I could do it" - that's what happens when you have the right system.
The question isn't whether you're smart enough or experienced enough.
The question is: Are you ready to stop wandering in the darkness?
Your bonuses expire when the counter hits zero. After that, you'll pay full price and miss out on $1,494 in additional protection.
The moment you enroll:
Instant access to all course materials (login details sent immediately)
Immediate download of all legal templates and checklists
Exclusive invitation to the next live community call
And your ticket to the premiere DealMaker and NoteExpo conferences
P.P.S. Still reading? That tells me two things: You know this opportunity is exactly what you need, and something's holding you back. Here's my promise: Join now, and in 90 days you'll wonder why you ever hesitated. But only if you take action today.
Looking forward to working with you,
Jeff Watson
P.S. Here's the hard truth: A year from now, you'll either be celebrating the deals you've funded and the wealth you've built, or you'll be wishing you had taken action today. As a member, you'll get the systems, support, and guidance needed to make that transformation happen. But only if you act now.
DISCLAIMER: Neither Jeffery S. Watson nor anyone with SeriouslyInvested.com are CPAs, nor have they ever played one on TV. You need to verify anything and everything on this website using someone you trust and who claims to be a competent tax, business, investment or legal professional of your choosing. Remember, you are 100% responsible for your decisions and actions! All material on this website is for classroom instruction only. It is here to cause you to think, to use your imagination, to ask questions and debate topics. Documentation appropriate in one state WILL NOT be appropriate in another state. A creative deal or loan structuring and/or funding technique suitable for one transaction is not suitable for most other transactions.
Warning: Those of us at SeriouslyInvested.com fail miserably at being politically correct. If your feelings are easily hurt, if you are offended by small things, if you often feel the need to retreat to a safe place, if you regularly need hugs to comfort you, then you’ve come to the wrong website. You should leave immediately, if not sooner! There, you have been advised!