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Private Placement Investing with a Self-Directed Account: Rules and Guidelines

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In this three-part series, John Bowens dives into how investing in a private placement with a Self-Directed IRA, Self-Directed Roth IRA, Self-Directed 401(k), or other tax-advantaged account.
In part three, John explains the rules and guidelines surrounding investing in private placements with a retirement account.
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Watch Part 1 | The General Application of How It Works: • Private Placement Inve...
Watch Part 2 | The Logistics with Examples: • Video
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional to determine whether an investment product, plan or strategy is right for you. Investing involves risk, including possible loss of principal.

Опубликовано:

1 авг 2024

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Комментарии : 2

@namewitheld2568 3 дня назад

I don't understand your last example. The guys ownership was less then 50% but they still popped him. How are you suppose to structure and investment in an LLC and your profit then?

@equitytrustcompany 2 дня назад

Thank you for the question. It is a grey area anytime someone uses their IRA funds and invests in an LLC or other partnership, corporation, or trust, whereby there are disqualified persons involved, including the account owner. If an IRA is investing in an LLC,Corp, etc., whereby the account owner, nor any other disqualified persons is involved, should not be an issue. The overarching concept is that the IRA cannot be used to benefit oneself in the here an now, nor any other disqualified persons. The IRA must be used to benefit the IRA solely. Then in the future the account owner, during retirement (59.5 years of age and beyond) can enjoy the distributions. These accounts have tax-advantages, and along with this are governing rules set forth by the provision of the tax code, namely IRC 4975. Always best to consult with a tax-professional as you engage in transactions.