Investing in Private Placement in your IRA

Self-directed IRAs allow for alternative investment options not held within the stock market. Mountain West IRA allows for you to invest in Private Placements. These are either private stocks or equity within a company.  Your self-directed IRA will obtain the benefits of tax-deferred or tax-free earnings from any potential dividends.

Client Example 1: Company XYZ will allow for investors to purchase any number of private stock shares and dividends will be paid out according to contract. Mountain West IRA will require a Subscription Agreement, Certificate of Good Standing, and an Operating Agreement in addition to our investment documentation. These are private companies; you will want to do your due diligence as with any investment in a self-directed IRA.

Client Example 2: Company ABC requires a minimum investment amount of $25,000 and dividends are paid on a quarterly basis. Clients receive their dividend in their IRA tax-free or tax-deferred.  Some clients choose to reinvest their dividends into the same or other Private Placements, while others find different alternative assets to diversify their portfolio.

Please visit for more information on common self-directed IRA investment choices.  Our staff is happy to assist you with any questions that you may have regarding self-directed IRAs.

This entry was posted in Individual Retirement Accounts, Non-traditional IRA, Saving money, Self Directed IRA, Self Directed IRA Rules, Uncategorized and tagged , , , , , . Bookmark the permalink.

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