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EPISODE · Jul 25, 2025 · 24 MIN

How to Use Your IRA to Invest in Private Funds

from Directed IRA Podcast · host Mat Sorensen and Mark Kohler

Did you know you can use your IRA to invest in private funds? These include private equity, venture capital, hedge funds, and real estate funds.Private funds have become one of the most popular investments among self-directed IRA owners because they offer access to professionally managed strategies, broader diversification, and the ability to passively invest in high-growth sectors—all within a tax-advantaged account.In this episode, "Use Your IRA to Invest in Private Funds," Mat Sorensen and Mark J. Kohler explain how private fund investments work inside an IRA, what separates a legitimate fund from a risky one, and why understanding the fund’s documents, liquidity restrictions, and management team is essential before investing.If you're looking for greater control over your retirement investments, this episode will give you the framework you need to evaluate private funds and avoid common mistakes. Book a call today to learn more: directedira.com/appointment.0:08 - Investing IRAs in Private Funds3:00 - What Defines a Legitimate Fund6:00 - Understanding Accredited Investors10:00 - Due Diligence and Investment Documents16:12 - Subscription Process and Liquidity Concerns22:09 - Exit Strategies and Final ThoughtsFor questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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Did you know you can use your IRA to invest in private funds? These include private equity, venture capital, hedge funds, and real estate funds. Private funds have become one of the most popular investments among self-directed IRA owners because they offer access to professionally managed strategies, broader diversification, and the ability to passively invest in high-growth sectors—all within a tax-advantaged account. In this episode, "Use Your IRA to Invest in Private Funds," Mat Sorensen...

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This episode was published on July 25, 2025.

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