Private Placement Investing with a Self-Directed Account: Rules and Guidelines


In this three-part series, John Bowens dives into how investing in a private placement with a Self-Directed IRA, Self-Directed Roth IRA, Self-Directed 401(k), or other tax-advantaged account.

In part three, John explains the rules and guidelines surrounding investing in private placements with a retirement account.

To get started today, schedule a consultation:
https://www.trustetc.com/lp/consultation/?utm_source=marketo&utm_medium=email&utm_campaign=research_education&utm_term=priv_place_pt3

Watch Part 1 | The General Application of How It Works: https://youtu.be/Ek2N7iWNmVE
Watch Part 2 | The Logistics with Examples: https://youtu.be/UyNaIDeIbcg

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional to determine whether an investment product, plan or strategy is right for you. Investing involves risk, including possible loss of principal.

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