Investing in a Private Company, Private Fund, or Small Business with your Self Directed IRA or Solo 401k episode artwork

EPISODE · Dec 4, 2020 · 48 MIN

Investing in a Private Company, Private Fund, or Small Business with your Self Directed IRA or Solo 401k

from Directed IRA Podcast · host Mark Kohler and Mat Sorensen

Tax attorneys Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest into private funds and small businesses. Private funds include private equity funds, venture capital funds, real estate funds, crowd funding offerings, and all sorts of PPMs (private placement memorandums). Mat and Mark give examples of recent Directed IRA customers investments into private funds. These investment assets have become popular for self-directed investors but investors need to make sure they understand the investment docs and the IRA rules. This podcast covers IRA rules, process, and tax and legal issues to consider when investing your retirement into a private fund or small business.For 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

Episode metadata supplied by the publisher feed · Published Dec 4, 2020

Embed this episode

Tax attorneys Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest into private funds and small businesses. Private funds include private equity funds, venture capital funds, real estate funds, crowd funding offerings, and all sorts of PPMs (private placement memorandums). Mat and Mark give examples of recent Directed IRA customers investments into private funds. These investment assets have become popular for self-directed investors but investors need to ma...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

Investing in a Private Company, Private Fund, or Small Business with your Self Directed IRA or Solo 401k

0:00 48:25

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Directed IRA Podcast?

This episode is 48 minutes long.

When was this Directed IRA Podcast episode published?

This episode was published on December 4, 2020.

Can I download this Directed IRA Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!