Private Equity in a Self-Directed IRA
Use your retirement funds to invest in privately-held entities
Understanding Private Equity
Private equity, also called private stock, PPMs, or private placements is an investment in privately-held entities that aren’t available to the public. An operating business, a real estate venture, or an investment partnership are just a few of the types of private equity offerings available.
These offerings are often limited partnerships, limited liability companies (LLC), and similar entities looking to accredited investors to raise the capital needed to grow their businesses.
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Your Self-Directed IRA Can Invest in:
- Limited Liability Companies (LLC)
- Hedge funds
- Limited Partnerships (LP)
- Pooled investment funds
- Small businesses
- Equity crowdfunding
- Convertible notes
- Land trusts
Investing in Private Equity in a Self-Directed IRA
Establish and fund your own self-directed IRA.
Perform your due diligence on potential investment options before lending money or investing in a business. Speak with a qualified legal or investment advisor for more guidance on vetting an investment.
Direct your investments through Accuplan easily online on our user portal.
Rules for investing in Private Equity:
- Your IRA cannot buy into a private stock that you own
- You cannot invest in an S-Corp
- Any earnings made on private placement investing must stream back into the IRA directly
Learn about more self-directed IRA investing rules
How Do I Know if Private Equity Investing for me?
When it comes to private equity in a self-directed IRA, high risk can mean a high reward. Most often, those investing in private equity inside an IRA need to be willing to take a hands-off approach. You need to be a silent partner, or you put your IRA at risk of breaking IRS rules. If this unique strategy sounds intriguing, then private equity investing inside an IRA may be for you.