Is private equity part of your IRA?

Investing in stocks and bonds can be a wild ride, and this volatility may be especially unnerving when your retirement is on the line. By investing using a Self-Directed IRA, you can take back more control.

What's Inside This Guide?

This Investor's Guide will educate you about how holding private equity investments within a retirement account can help achieve portfolio diversification, not to mention potential enhanced returns due to their tax-advantaged nature. You'll learn about:

  • Types of private equity investments that can be held in an IRA
  • Information about IRS rules
  • How to fund your Self-Directed IRA
  • Role of an alternative investment custodian

Tax-Advantaged Private Equity Investing 

Account owners can use self-directed IRAs to purchase ownership in everything from micro-businesses to billion-dollar global companies, to less conventional opportunities, such as land trusts. This guide aims to educate investors about how an Individual Retirement Account (IRA) can hold private equity investments.

Benefits of Using a Self-Directed IRA

Private equity can potentially earn greater returns than exchange-traded investments for those who understand and are willing to accept the inherent risks. Self-Directed IRA investors get the additional advantage of building wealth and generating income on a tax-deferred basis — or enjoying tax-free growth if held in a Roth IRA.

Interested in learning more? Speak with an Account Representative!

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