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ASSET CLASS

Private Equity

You don’t have to test the waters of Wall Street to invest in the next big thing. Your tax-advantaged plan can purchase private equity in an up-and-coming business through:

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AT-A-GLANCE

What should you know about private equity investments?

A Stake in the Future

Private companies can offer relatively inexpensive avenues to get in on the ground floor of the next big idea on the market.

Using Personal Knowledge

Without being subject to public disclosure laws, private equity investments may require your direct knowledge about a company and the industry that it operates within.

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CASE STUDY

Kathy took ownership in a tech company pre-IPO with her IRA.

Kathy was able to invest $400,000 from her IRA and take a 5% ownership of the company pre-IPO while negotiating the terms of the deal directly with the business owner.

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How to make private equity investments with your IRA

OTHER INVESTMENTS

The world is your portfolio.

Why stop at private equity? With a Self-Directed IRA you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate or knowledgeable about. From startups to small businesses to more “out there” opportunities, if you can find it, we will help you fund it.

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EDUCATION CENTER

Want to learn more about Private Equity investments?

Essential Viewing

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Private Equity With Your IRA

Private Equity Guide

Private Equity
Investment Guide