How It Works: Investing in Private Entities with an IRA
Автор: Equity Trust Company
Загружено: 2020-06-23
Просмотров: 853
Описание:
Investing in a private entity with a self-directed retirement account is easy.
Find out all the details, including case studies, FAQs, and more:
http://try.trustetc.com/15-minute-ent...
Here's how it works:
Step 1: Open and fund your self-directed IRA or other account through a custodian like Equity Trust.
Step 2: Find an Investment Opportunity with a private entity such as an LLC, LP, Land Trust, C-Corp, or Joint Venture.
Step 3: Request funds and direct your investment. You can do this through myEQUITY, our online account management system.
Sign the documentation and make sure the titling of the investment is correct.
Step 4: You will manage the investment with your account.
Step 5: Act on your exit strategy.
Based on your account type, any profits from your investment will grow either tax-deferred or tax-free.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
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