How to Invest in Private Placement with a Self-Directed IRA

How to Invest in Private Placement with a Self-Directed IRA

In our discussions with current and potential investors, the topic of alternative investment options comes up frequently particularly when it comes to investing in commercial real estate. Due to the popularity of this topic, we thought we’d highlight a few alternative forms of investment that may be lesser known but a great option for many.

[Webinar] How to Invest in Private Placement with a Self-Directed IRA

In our discussions with current and potential investors, the topic of alternative investment options comes up frequently particularly when it comes to investing in commercial real estate. Due to the popularity of this topic, we thought we’d highlight a few alternative forms of investment that may be lesser known but a great option for many.

This week we decided to focus on the self directed IRA.

In a webinar hosted on February 20th, 2020, Mindy Gayer from The Entrust Group joined us to discuss the self-directed IRA and how it can be used specifically for investing in private placement.

In this webinar we cover:

  1. A brief overview of self-directed IRAS
  2. Types of self-directed accounts
  3. Investment options
  4. Investment restriction
  5. What is private placement
  6. Due Diligence of private placement
  7. How to invest in private placement with SDIRA

If you’ve ever wondered how your retirement money could be working harder for you aside from sitting in an account until you’re ready for it, you might want to explore investing through a self-directed IRA.

Some highlights from the webinar:

What is a self-directed IRA?

A self-directed IRA is still an IRA. The self-directed just means you are able to decide what types of assets you want to hold inside that account. In a self-directed IRA, you are able to invest your savings in an alternative asset, making that investment your asset versus a typical IRA account that is there to simply hold money.

The Benefits of a Self-Directed IRA

1) Control

With a self-directed IRA you have total control over your investment choices as long as they meet the requirements of what you can invest in with a self-directed IRA.

2) Diversification

Using a self-directed IRA allows you to invest in many different types of assets. This not only allows you to diversify your investment portfolio, but it also allows you to invest in what you know and understand, which usually reduces the risk and leads to greater returns.

3) Tax Savings

Contributions from a self-directed IRA are usually tax deductible.

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