How to Raise Capital with Self-Directed IRAs | Madison Trust

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SCRIPT
In this video, you’ll learn how Self-Directed IRAs can be utilized to raise capital for your investment opportunity.

A Self-Directed IRA is a type of retirement account gaining popularity among investors as it offers retirement portfolio diversification and more control over their investments. Because of its appeal, it simultaneously has developed the ability to provide game-changing capital for Investment Sponsors.
Why Use a Self-Directed IRA to Raise Capital?
Self-Directed IRAs allow account holders to invest beyond Wall Street into alternative assets such as real estate, private businesses, private placements, private equity, startups, and beyond. As Self-Directed IRAs continue to accumulate a growth of investors, a door of opportunity opens for Investment Sponsors to seamlessly raise capital.
Who Can Invest in Your Fund?
• Your Current Investor Base – This group may be unaware that they can invest in your fund through a Self-Directed IRA.
• New Investors – These investing candidates solely have access to retirement funds as opposed to taxable money and are eager to diversify their portfolio by investing in alternative assets.
• Retirees – Some owners of pension funds or retirement money have their savings parked in an underutilized vehicle.
• Control & Benefit Seekers – Contenders who want more control over their retirement savings, while also reveling in the idea of their funds growing within a tax-advantaged account.
How Does it Work?
1. Open: A new or existing investor can open a Self-Directed IRA with Madison Trust by completing our easy online application.
2. Fund: Next, your investor will fund their Self-Directed IRA by transferring or rolling over all – or a portion – of their funds from an existing retirement account, such as an IRA or 401(k).
3. Invest: Finally, your investor will instruct Madison Trust to wire their retirement money directly to your fund.
Madison Trust’s Sponsors Team incorporates a personal approach by assigning a dedicated representative to provide you and your investors with support catered to your specific fund. By pre-approving your investment documents, we’re able to streamline the process and create a hassle-free experience for your investors. Call us today to learn more about raising capital with Self-Directed IRAs.
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