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/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com
What this episode covers
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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How to Use Your IRA to Invest in Private Funds
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