skip to Main Content

How to use your Retirement Savings

Did you know you can self-direct your retirement funds for loans in Costa Rica?

Many lenders have asked us if they can use their retirement savings to fund loans in Costa Rica. The information below will give you an idea of how it can be done.

How to use your Retirement Savings to Fund Loans in Costa Rica

An IRA Services Trust self-directed retirement account lets you choose how to invest your money. These accounts are so flexible that investors can place money into any asset permitted by the IRS, including traditional and alternative investments.

Historically, banks, brokerage firms, mutual funds, and insurance companies controlled investment accounts like IRAs and 401(k)s. They only offered traditional investment options like publicly traded stocks, bonds, mutual funds, money markets, government securities, and certificates of deposits. Self-directed accounts allow investors to expand their investment options to include alternative assets, such as limited partnerships, limited liability companies, real estate, deeds of trust, real estate investment trusts (REITs), IRA LLCs, precious metals, promissory notes, closely-held private stocks, tax liens, hedge funds, life settlements and more. Alternatives are a great way to diversify a retirement portfolio and potentially increase investment returns.

It’s you who decides how your money is invested: alternative assets, traditional assets, or a combination of the two. To learn more, please review our Investors FAQ.

Here are the two services recommended by our client: “Checkbook control” and the custodian.


-Co-written by Lawsen Parker (Operations Manager) and Glenn Tellier (Founder of Grupo Gap)


Ready to invest? – Contact us now!


* indicates required

Need Residency in Costa Rica? – CLICK HERE.
Ready for a Relocation Tour? – CLICK HERE.
Looking for Real Estate? – CLICK HERE.
Need to borrow money? – CLICK HERE.

This Post Has 0 Comments

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.