IRA Real Estate Investor Guide

The IRS allows an IRA, Individual 401(k), HSA, or ESA to acquire private equity (an ownership interest in a private company or fund) as an asset without penalty, and while keeping the tax benefits associated with that account type.

An IRA can purchase many types of private equity, including Limited Partnerships, Limited Liability Companies, Pre-IPO companies, C-Corps, Limited Liability Partnerships, Land Trusts, and much more.

Unlike publicly traded securities, private equity does not have public disclosure laws associated with it.

Therefore, the investor can use her or his personal knowledge and experience when investing in private companies or investing in private equity funds through a self-directed IRA.

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