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Investor Insights Blog

Funding a Treatment Center with a Self-Directed IRA

April 1, 2020
I like opportunities that provide a benefit to those involved. Whether it’s cost savings or improving outcomes, those are two things I look for.
Adam, LLC Investor

This thriving, 40-acre campus blends into the rustic landscape of trees, lakes, and creeks and includes a network of zip lines, horse trails, and other recreational activities. The Treehouse can support 60 patients but is already considering an expansion effort.

“I have a lot of experience working in the healthcare industry,” Adam mentioned.

He did admit there were a few bumps in the road, considering it was his first self-directed IRA investment, but he grew more comfortable as the investment process progressed.

For investors with experience or knowledge in a particular area, Adam’s story demonstrates the ability to utilize IRA capital to impact lives, in addition to his own portfolio.

Yes. Investments in newly formed private entities, such as limited partnerships, limited liability companies, C corporations or land trusts, are permissible under the Internal Revenue Code, with the exceptions of subchapter S corporations.

No. This is considered a prohibited transaction (see IRC 4975).

Some of the investments Equity Trust clients make using their self-directed accounts include real estate, tax liens, digital currencies such as Bitcoin, private lending, purchasing notes, private placements, precious metals, forex and other investment options that are permissible under IRS guidelines.

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