Investing in Private Equity With a Self Directed Retirement Plan
A self directed retirement plan can invest in most private offerings. These offerings include private equity/private stock. When investing in private equity with a retirement account, the dividends and gains from investments are paid directly to the retirement account. These dividends are eithertax-deferred(Traditional IRAs) or tax-free (Roth IRAs). There can be capital calls with these types of investments, so please understand the investment and how it affects your IRA.
Investing in private equity within an IRA has been an option since 1974. However, the vast majority of investors are not aware of this option. This unawareness is due to traditional retirement account custodians limiting investments to Wall Street stocks, bonds, and mutual funds. Midland allows investors to choose alternative assets such as real estate and private equity investments to build their wealth.
