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Can I invest through an IRA?

Yes! You’ll be able to select it as an investment option when setting up your investor profile.

Please check with your IRA provider to confirm whether private placements are available. If so, they should provide additional instructions and information you’ll use to fill out your investor profile.

What to expect with regard to taxes:

  • K-1s for investments made through your self-directed IRA will be sent to your IRA administrator.

  • Investment income and gains in your IRA account should be treated for tax purposes like any other IRA account of the same type (Traditional, Roth or SEP as the case may be).

  • There are circumstances in which the income produced by an investment in your IRA could trigger certain types of taxes. For example, funds that invest in limited liability companies may generate Unrelated Business Taxable Income (UBTI) and/or Unrelated Debt-Financed Income (UDFI) that would be taxable for your IRA. Your IRA administrator will provide you with appropriate tax forms for your IRA account.

So, ready to roll?

So, ready to roll?

So, ready to roll?