Investing in Private Equity With a Self Directed IRA

by | Aug 17, 2022 | Self Directed IRA | 4 comments

Investing in Private Equity With a Self Directed IRA




Learn more about the Self-Directed IRA:

You can invest in private equity funds with a Self-Directed IRA, however if the portfolio company is an LLC, you may be subject to the UBTI tax.

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About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

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4 Comments

  1. Víctor Víctor Fitness

    What’s the difference from letting a custodian do it and doing it directly through an LLC ?

    Do you think the benefits are that that custodian will have certain criteria like cap rates, coc yield %, etc

    I am creating my own podcast niching out on targeting to help retirees with different investment accounts and how they can invest these accounts in alternative investments.

    Would love to keep in touch with you

  2. Víctor Víctor Fitness

    Also do you have a video comparing the different types of ira’s

  3. Víctor Víctor Fitness

    Hey There

    Question for you
    What’s a custodian as it pertains to the Ira ?

  4. Aimée Schmitt

    I’m curious, could a custodial QRP be created instead to avoid the ubit?

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