Investing in private companies and startups inside a retirement account is one of the least understood, yet most powerful, strategies available to long-term investors.
In this live webinar, Directed IRA’s COO Aaron Halderman and VP of Sales Nate Hare will be joined by Jeff Schiefelbein, CEO of Undivided Life and Howdy Homemade Ice Cream, for an educational discussion on how investors and founders think about building and funding private businesses—and how retirement accounts can participate.
Watch the Replay
We’ll cover:
- How self-directed IRAs and retirement accounts can invest in startups and private companies
- Common structures used when retirement accounts invest in private businesses
- Key IRS rules and compliance considerations investors need to understand
- What founders look for in investors and long-term capital partners
- Real-world lessons from building and scaling a purpose-driven company
This session is designed to help investors better understand private business investing, evaluate opportunities more confidently, and avoid common mistakes when using retirement funds.
Why Directed IRA?
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
Book a call today with a self-directed IRA expert to see how you can start investing in what you know!
