Asset Class
Build a stake in the next big start-up through private stock offerings or crowdfunding platforms.
Your tax-advantaged plan can purchase private equity in an up-and-coming business through:
At a Glance
Private companies can offer relatively inexpensive avenues to get in on the ground floor of the next big thing.
Without being subject to public disclosure laws, private equity investments may require your direct knowledge about a company and the industry that it operates within.
Case Study
Kathy was able to invest $400,000 from her IRA and take a 5% ownership of the company pre-IPO, while negotiating the terms of the deal directly with the business owner.
Choose the account that’s right for you, and complete your online application in 15 minutes or less.
Prepare your self-directed account for launch by financing your account via contribution, transfer, or rollover.
Find a business you believe in, complete the necessary paperwork, and fund your private equity investment.
Other Investments
Why stop at private equity? With a self-directed account, you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate or knowledgeable about.
From start-ups to small businesses, if you can find it, we will help you fund it.
Education Center
