Ep 70 – Private Equity Investing with an IRA

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The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, host Alex Perny discusses private equity investing and how investors can utilize their IRA funds to invest in these types of investments. Private equity refers to investment partnerships that buy and manage companies before selling them, mainly specific to private equity firms. Unlike publicly traded stocks, bonds, and mutual funds, these investments are typically seen as alternative investments.

During this episode, Alex dives deep into private equity investing. He emphasizes the importance of understanding risk tolerance, documentation, and who you’re investing with. Due diligence is a vital component of investing in private equities, especially limited partnerships and real estate syndication. Alex also covers the rules of a limited liability company (LLC) and potential tax implications.

Learn more about private equity investing.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

About Our Host Alex Perny, CISP

Headshot of Alex Perny

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex also believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.