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Private Equity and Entity Investing
Many investors think they’re limited to stocks, bonds, and mutual funds when it comes to saving for retirement. However, you have the freedom to invest in private equity, private entities, LLCs, private placements, hedge funds, venture capital, startups, offshore funds, and more – with a self-directed IRA.
Given the volatility of the stock market, investors seeking diversification from the public markets may find a self-directed account to be beneficial. Investments grow in a tax-deferred or tax-free environment and you have the ability to choose exactly what you invest in, putting you in control of your future wealth.
Here’s how it works.
To get started, open and fund your Equity Trust account. You can do this online through myEQUITY, or by contacting us to have an IRA Counselor walk you through the process.
Next, you’ll identify your investment opportunity in a private entity such as an LLC, LP, or C-Corp. It’s important that you perform due diligence on your potential investments before making any decisions.
These are the steps to completing a private equity or private entity investment using your account:
Your IRA now owns the asset.
The final step is acting on your exit strategy.
Some examples of exit strategies could be selling the investment, taking a distribution, or passing the account to a beneficiary.
Watch this video for more on how Private Entity Investing Works in a Self-Directed IRA:
Can my IRA invest in a newly formed entity that will invest in real estate?
Can my IRA purchase an interest in a subchapter S corporation?
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.Continue