Our office will be closed in observance of Martin Luther King Jr. Day on January 18th, 2021.

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Invest in Private Companies/Funds/REITs/Equity

Self-Direct Your IRA. Invest in What You Know.
Take Control of Your Retirement™.

4 Key Points To Consider When Investing in Private Companies & Funds

1: Private Company & Funds

An IRA can own private company stock or private funds. This can be LLC interests, LP interests, and C-Corp Stock. IRAs do not qualify as s-corp shareholders and therefore they cannot own s-corporation stock.

2: Gain Control

All subscription documents, stock certificates, and company records must vest the ownership of the IRA as Directed Trust Company FBO Customer Name IRA. Shares paid by IRA cannot be held in the IRA owner’s personal name.

3: UBIT

If the company is a pass-through (e.g. LLC) and receives ordinary income (for goods and services) then the IRA may be subject to UBTI tax. If the income is investment income then UBIT generally doesn’t apply.

4: 50% Rule

If disqualified persons (e.g. IRA owner, certain family) own 50% of more of an existing company, than the IRA cannot purchase shares or units from the Company.

Read Articles on How to Invest Your IRA in Private Companies and Funds

Self-Directed IRAs can invest in private companies,
private funds, and private REITs.

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UBIT Tax and Self-Directed IRAs: Three Key Tips Every Investor Should Know

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Directed IRA is a Tradename of Directed Trust Company. Directed Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, legal, or tax advice.

Account specialists are available

8 am - 5 pm Monday to Friday
Arizona MST: 602.899.9396

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Directed Trust Company

3033 N. Central Ave,
Suite 400
Phoenix, AZ 85012

[email protected]

P: 602.899.9396

F: 602.899.9641