How to Invest in Private Markets With Your IRA (StartEngine x Equity Trust) скачать в хорошем качестве

How to Invest in Private Markets With Your IRA (StartEngine x Equity Trust)

How do you invest in private companies using retirement dollars—without drowning in paperwork? In this webinar replay, Chris Lustrino (kingscrowd) is joined by Josh Amster (CRO, StartEngine) and John Bowens (Equity Trust) to explain how StartEngine IRA works and why the StartEngine + Equity Trust partnership is making self-directed IRA investing in private markets far more frictionless. You’ll learn the difference between StartEngine Crowdfunding (early-stage Reg CF / Reg A+) and StartEngine Private (later-stage pre-IPO offerings), how to open and fund an IRA account through StartEngine, and what investors should know about rollovers, partial transfers, and common IRA rules that impact private investing. What’s covered: StartEngine Crowdfunding vs StartEngine Private (pre-IPO) Opening a StartEngine IRA account and funding via rollover/transfer Traditional vs Roth IRA basics (and why some investors consider Roth strategies) Common investor questions: prohibited transactions, partial transfers, and post-IPO share handling Building a portfolio approach vs placing one concentrated bet