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

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/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com