Intelligence

How to Invest in Private Equity With a Self-Directed IRA

Reporter: Rebecca Lake

Publication: US News

Contact: iq@fullyvested.com

Deadline: Apr 3, 2017 11:00 pm

Private equity can be a lucrative investment and a self-directed IRA is one avenue for tapping that asset class. This story will explore what investors need to consider before making a move. 1. What are the main advantages and disadvantages of investing in private equity via a self-directed IRA? 2. Does investing in private equity through a self-directed IRA raise an investor’s risk profile? If so, what can they do to compensate to balance out that risk with the remainder of their investments? 3. What special rules do self-directed IRAs entail that investors need to observe? For example, taxes, self-dealing, etc. 4. Is there a particular type of investor that a self-directed IRA would not be appropriate for? 5. What should investors keep in mind when choosing private equity investments in their self-directed IRA?

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