Defer Taxes with Private Stock in your Self-Directed IRA

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.


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DISCLAIMER:  WHEN CONSIDERING ALTERNATIVE INVESTMENTS, SUCH AS HEDGE FUNDS AND MANAGED FUTURES, YOU SHOULD CONSIDER VARIOUS RISKS INCLUDING THE FACT THAT SOME HEDGE FUND AND MANAGED FUTURES PRODUCTS USE LEVERAGE AND OTHER SPECULATIVE INVESTMENT PRACTICES THAT MAY INCREASE THE RISK OF INVESTMENT LOSS, CAN BE ILLIQUID, ARE NOT REQUIRED TO PROVIDE PERIODIC PRICING OR VALUATION INFORMATION TO INVESTORS, MAY INVOLVE COMPLEX TAX STRUCTURES AND DELAYS IN DISTRIBUTING IMPORTANT TAX INFORMATION AND ARE NOT SUBJECT TO THE SAME REGULATORY REQUIREMENTS AS MUTUAL FUNDS. ALTERNATIVE INVESTMENT PRODUCTS, INCLUDING HEDGE FUNDS, ARE NOT FOR EVERYONE AND ENTAIL RISKS THAT ARE DIFFERENT FROM MORE TRADITIONAL INVESTMENTS. YOU SHOULD OBTAIN INVESTMENT AND TAX ADVICE FROM YOUR ADVISORS BEFORE DECIDING TO INVEST. MANY ALTERNATIVE INVESTMENTS THAT INCLUDE HEDGE FUNDS AND MANAGED FUTURES ARE SUBJECT TO SUBSTANTIAL EXPENSES THAT MUST BE OFFSET BY TRADING PROFITS AND OTHER INCOME.