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A private equity investment can be transacted directly from your Trust Administration Services IRA. Private equity investment normally refers to any type of investment that is not tradable on a public stock exchange. Private placements can include limited partnerships, limited liability companies, and corporations who are looking to raise capital. Any income or gain realized from the investment must flow through the private equity investment and be redeposited to your IRA account. Income is tax-deferred since it is in a retirement account. Title to the private equity investment would be held in the name of your IRA account (First Regional Bank c/f Client Name) with the TRUST tax identification number.
Contact our Customer Service department to assist you with any private equity investment transaction.
Prohibited Transactions |