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Yes, you can hold private equity in a self-directed IRA. Your IRA can invest in professionally managed private equity funds that invest in private companies and assets outside the public markets, subject to the fund's requirements and IRS rules.
To open a self-directed IRA, complete the online application for your account type, fund it by transfer, rollover, or contribution, then submit a Purchase Kit directing Mountain West IRA to buy the property on behalf of your IRA.
The Private Equity Funds IRA Guide covers how your IRA subscribes to a managed fund, how capital calls get funded from the account, and what illiquidity and accreditation requirements mean for retirement money. Opening an account takes about 15 minutes when you're ready.
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Access all required forms for purchasing, funding, and managing real estate investments through your Mountain West IRA, including purchase kits, wire instructions, and transaction-related documents.
Mountain West IRA is a self-directed IRA Administrator and record-keeper and does not provide investment, tax, or legal advice. All information is general in nature. Investors should check with their own financial advisor, tax professional, or attorney about their exact situation before making any investment.