Tax-Advantaged Private Equity Investing 

Account owners can use self-directed IRAs to purchase ownership in everything from micro-businesses to billion-dollar global companies, to less conventional opportunities, such as land trusts. This guide aims to educate investors about how an Individual Retirement Account (IRA) can hold private equity investments.


Benefits of Using a Self-Directed IRA

Private equity can potentially earn greater returns than exchange-traded investments for those who understand and are willing to accept the inherent risks. Self-Directed IRA investors get the additional advantage of building wealth and generating income on a tax-deferred basis — or enjoying tax-free growth if held in a Roth IRA.

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