Self-Directed IRA’s
Self-directed IRAs are allowed to acquire ownership interest in private companies offering equity (or convertible debt) in exchange for capital. IRAs may invest in non-publicly traded stock from corporations, LLCs, hedge funds, or LPs. The only company an IRA cannot own shares of are S Corporations.
Advantages of Investing in Private Companies Through Your Self-Directed IRA
✓ The IRA owns the private stock. All stock certificates and equity are owned by the IRA, and it receives all rights and responsibilities. All paperwork is filed in the name of the IRA and listed as the trust company.
✓ A redistribution of authority may help investors avoid prohibited transactions. Self-dealing prohibited transactions can be avoided by establishing boards or committees of non-disqualified persons.
✓ The IRA may qualify as an accredited investor. Regulation D investments are sometimes only available to accredited investors, as established in accordance with the US Securities and Exchange Commission. If you qualify as an accredited investor, your IRA may qualify too.
Open. Fund. Invest.
✓ In less than 5 minutes you can open a self-directed IRA.
✓ Funding your account is easy and fast.
✓ With a self-directed IRA you choose how and when to invest.
Invest Through A Self- Directed IRA
Open your self-directed individual retirement account for tax advantaged investing. Check if your custodian accommodates alternative investments or choose from these self- directed IRA custodians:
Pensco
PENSCO Trust is a regulated banking company with more than $10 billion in assets under custody and 50,000 clients. PENSCO has been a leading alternative asset custodian helping astute investors buy, hold and sell non-publicly traded investments in tax-advantage accounts.
NuView IRA is a service-oriented firm that makes the process of holding alternatives within retirement accounts simple, fast, and affordable.
Provident Trust Group
Provident Trust Group is the industry leader in self-directed custodial accounts with more than 35,000 clients and $4 billion in asset custody.
Advanta IRA
Advanta IRA uses First Trust Company of Onaga (FTCO) as the custodian of self-directed custodial accounts. FTCO has been a trusted custodian for over 30 years, currently serving over 80,000 accounts holding a market value of over $7 billion.
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