Private stock represents ownership shares in a privately held company that are not publicly traded on a stock exchange.

A self-directed IRA may hold eligible private stock, provided the asset and related transactions comply with applicable IRS rules. Certain ownership restrictions apply, including limitations involving S corporation stock and prohibited transactions.

Private stock may also be subject to federal and state securities laws, transfer restrictions, and limited liquidity.

Account owners are responsible for reviewing offering documents, understanding applicable restrictions, and conducting their own due diligence.

Mountain West IRA provides administrative and recordkeeping services but does not select, recommend, endorse, or evaluate private stock assets.