Answer
Jun 13, 2022 - 07:12 AM
The process to invest in a startup with a Self Directed IRA is rather simple. First, open an account at Madison Trust by completing our online application. Next, fund your new Self Directed IRA via transfer, rollover, or contribution. Then, by filling out the Investment Authorization Form, direct Madison Trust to invest in the startup of your choice. For more information about our process, please visit How To Invest in a Startup with a Self Directed IRA.
Please conduct thorough research and due diligence on the types of accounts you can use to invest in a particular startup. Please note, Madison Trust is a passive custodian and therefore, does not give legal, tax, or financial advice. Please consult with your tax advisor before making any investment decisions.
For any further questions, please Schedule a Call with one of our Self Directed IRA Specialists.