Sale of Carried Interest to IRA

Submitted by RIck Krawczeski on Tue, 2014-12-09 21:04

I am looking for research/publications regarding selling carried intrest and pre-IPO shares to IRAs. Can someone point me in the right direction? – Thanks



Submitted by Alan - IRA critic on Tue, 2014-12-09 22:03

You might call some leading self directed IRA custodians such as Pensco or Guidant to see if they allow these investments in their IRAs and what some areas of concern might be. Proper valuation and avoiding prohibited transactions are the usual pitfalls. Most alternative investment types handled by self directed custodians must now be listed for the IRS on Form 5498.

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