INSTRUCTIONS INVESTMENT FUNDING Pensco Form

Instructions and help about INSTRUCTIONS INVESTMENT FUNDING Pensco

hi there welcome back to the three-part series on private placement investing with a self-directed ira self-directed 401k self-directed roth ira or other tax advantaged investment account in video one we talked about how it's never been easier to invest in private placement investments with a self-directed ira leveraging the technology the tools the resources and the education offered here at equity trust in video two we talked about how to actually direct your funds for your investment and manage your investment the documentation required and how to move funds from point a to point b and then in this video we're going to talk about the rules and the guidelines associated with using your self-directed ira to invest in private placement offerings so let's jump in first it's important understand that when you're using your self-directed ira if you are investing in a transaction that's considered disallowed your ira can be invalidated in other words your ira could be distributed in the ye