Checkbook Crowdfunding Investments
Your self-directed retirement account – Checkbook IRA, Checkbook 401k, Checkbook QRP, Checkbook HSA, or Checkbook DB Plan – can participate in Crowdfunding Investments. Whether you’d like to pursue Equity Crowdfunding or Debt-Based Crowdfunding, there’s a world of opportunity available to you.
Popular crowdfinancing investments are Real Estate Crowdfunding, Peer-to-Peer Lending, Marketplace Lending, P2P Lending, and Litigation Crowdfunding. If you’d like to set-up a Crowdfunding IRA, Crowdfunding Solo 401k, Crowdfunding Defined Benefit Plan, Crowdunding QRP, or Crowdfunding HSA – this page provides the compliance information you need to do so.
What is Crowdfunding?
Crowdfunding is the practice of funding a project or venture by raising small amounts of money from a large number of people via the internet. There are investment crowdfunding options for both accredited and non-accredited investors that want to diversify their portfolios into an array of alternative assets.
- Use your Checkbook Retirement Account to easily and cost-effectively invest in multiple crowdfunding investments.
- Diversify your portfolio while helping deal sponsors and borrowers get the funds they need.
Why use Checkbook Control?
- Flexibility: With Checkbook Control, there’s no need to for a custodian to approve and process investments.
- Cost-Savings: With Checkbook Control, you only pay an annual low-fee – no matter how many crowdfunding platforms you use or investments you participate in.
Checkbook Crowdfunding Compliance
UBIT, UBTI, UDFI: Certain investments may result in taxable income to retirement accounts.
No S-Corp investments for IRAs: Having an IRA as an equity partner in a business that has made an S-corp tax election would result in revocation of the business’s S-corp status.