Certain investments made through a retirement plan may be subject to unrelated business tax, UBTI. Learn ways to avoid paying more taxes.
Generally, you, and your Self-Directed IRA must be an accredited investor before making private placement investments, along with other rules
Investing in collectibles via an investment fund may be one way to get around the prohibited transaction rules of the Self-Directed IRA.
As long as you, as the Self-Directed IRA owner, have accredited investor status, you can make those types of sophisticated investments.
Venture capital investments with a self-directed IRA create tax-advantages and provide more freedom – but beware of IRS rules and the UBTI tax. Learn more.