Considerations for IRA Investment into Fund Structures
Articles by: Richey May, Nov 15, 2016
Updated October 2019
Alternative investments have grown in popularity and so alternative investment custodians (also known as Self-Directed IRA companies) have developed, creating an alternative for investors to easily tap into retirement funds to invest in alternative investment fund products.
Richey May has partnered with the experts at Midland IRA to put together the following white paper on the items you should consider for IRA Investment into fund structures:
If you have any questions about the information contained in this white paper or the alternative investment services Richey May provides to the industry, please reach out to your Richey May tax professional or contact Stephen Vlasak.
Retirement savings accounts currently hold over $27 trillion in assets, but with the majority of these assets held in traditional brokerage house accounts, alternative asset managers have not typically had access to these funds. And while standard IRAs are limited to the selection of publicly traded assets offered by retail brokerage houses, Self-Directed IRAs offer account owners the opportunity to invest in a wide variety of assets – including alternative investments. The following whitepaper, written together with Madison Trust Company, outlines the opportunities available within Self-Directed IRAs for alternative asset managers looking to increase AUM, along with guidance and legal issues: