Did you know you can use your IRA to invest in private funds? These include private equity, venture capital, hedge funds, and real estate funds.

Private funds have become one of the most popular investments among self-directed IRA owners because they offer access to professionally managed strategies, broader diversification, and the ability to passively invest in high-growth sectors—all within a tax-advantaged account.

In this episode, "Use Your IRA to Invest in Private Funds," Mat Sorensen and Mark J. Kohler explain how private fund investments work inside an IRA, what separates a legitimate fund from a risky one, and why understanding the fund’s documents, liquidity restrictions, and management team is essential before investing.

If you're looking for greater control over your retirement investments, this episode will give you the framework you need to evaluate private funds and avoid common mistakes. Book a call today to learn more: directedira.com/appointment.

• 0:08 - Investing IRAs in Private Funds
• 3:00 - What Defines a Legitimate Fund
• 6:00 - Understanding Accredited Investors
• 10:00 - Due Diligence and Investment Documents
• 16:12 - Subscription Process and Liquidity Concerns
• 22:09 - Exit Strategies and Final Thoughts

Directed IRA Homepage: https://directedira.com/

Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA

Book a Call: https://directedira.com/appointment/

Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com