Defer Taxes with Private Stock in a Self-Directed Individual Retirement Account
Purchasing nontraditional assets with a self-directed IRA can help you diversify your investments, which may guard your portfolio against economic changes. Private Stock is one of the many options available with your self-directed Individual Retirement Account.
Private or closed corporation stock offerings are not available to the public on the open market. Normally, they are made to pre-qualified individuals. These offerings must comply with the securities Blue Sky laws in the state in which the offering is made. The number of individuals included in the offering cannot exceed the maximum stipulated by state law.
These offerings, usually made by corporations seeking capitalization, can be in any class of stock described in their prospectus. Many corporations act as their own registrar as well as transfer agent. They may or may not use market makers for their offerings. Purchases and sales are described in their offering materials, which you should study closely.
Partnerships and small businesses have been the backbone for our nation’s economic growth. Companies such as HP, Merck, IBM, Disney and GE were once private entities that went on to become pillars of the American business landscape.
Getting started is easy. Please contact our office for additional information. [For forms for Private Placements please click here]
American IRA, LLC does not offer investment, tax, financial or legal advice to clients. Individuals who believe they need advice should consult with the appropriate professional(s) licensed in that area.