Self Directed IRA service to invest in a hedge fund

Discussion in 'Taxes and Accounting' started by 1245, Jun 16, 2014.

  1. 1245

    1245

    Has anyone here ever used a Self Directed IRA service to invest in a hedge fund? I want to use my Roth IRA to invest in a hedge fund and would like a recommendation please.

    Thank you,

    1245
     
  2. ofthomas

    ofthomas

    look at the following custodian, they are the lowest cost and pretty flexible... there are a number of them, but honestly this one was the best I found...

    the simplest way is to create an IRA LLC, then do a private placement to it, and then invest from the IRA LLC to the fund...

    https://www.iraservices.com/

    a pretty good attorney to use for the IRA LLC is...

    www.irafinancialgroup.com
     
  3. xandman

    xandman

    +1 on a custodian.

    You have money for a hedge fund but don't have a trust company? Are you a drug dealer?

    Try equity trust. Or any big company with "trust".
     
  4. 1245

    1245

    Thank you...
     
  5. 1245

    1245

  6. ofthomas

    ofthomas

    I've read about the principal of that LLC... she does have good reviews... all I will say is whatever you choose, due your own due diligence, call them and give them the scenario so they disclose all fees and compare each custodian.
     
  7. Equity Trust works, probably not the cheapest. Several $100/year at a min, up to several $1k for larger accounts.