Checkbook-Control Private Equity

Your self-directed retirement account – Checkbook IRACheckbook 401k, Checkbook HSA, or Checkbook DB Plan – can make private equity, venture capital, angel funding, and seed funding investments. If you’d like to set-up a Private Equity IRA, Private Equity Solo 401k, Private Equity Defined Benefit Plan, or Private Equity HSA – this page provides the instructions for doing so compliantly.

What is Private Equity?

Growing businesses, including startups and established entities raise capital for expansion and provide a great investment opportunity for your self-directed retirement account. Capital raised in exchange for an ownership share in a business is referred to as private equity. If significant growth is expected you may get to have all that growth completely tax-free using Roth retirement funds in a Solo 401k plan or Checkbook IRA.

With a CheckBook Control Retirement Account you can identify opportunities not available through Wall Street and invest in those. Small companies with growth potential present incredible opportunities. Getting in at an early stage can make your investment grow manifold.

Companies may go through several rounds of funding as they seek angel, seed, and venture capital. Investing small amounts when funds are being raised from family and friends at the seed and angel stages can generate outsized returns.

Checkbook Private Equity Compliance