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John Stone
  • Specialist
  • Beaverton, OR
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Self directed IRA and private investment

John Stone
  • Specialist
  • Beaverton, OR
Posted

If you are NOT an accredited investor but you do have a self directed IRA are you able to invest in syndications with someone you do not have a relationship with?

Thank you all in advance!

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Carl Fischer
  • Rental Property Investor
  • Ambler, PA
1,383
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Carl Fischer
  • Rental Property Investor
  • Ambler, PA
Replied

@John Stone

Ultimately both of those questions would need to be answered by the investment provider. Many syndications require you to be an accredited investor, some do not. Most would be willing to accept investment funds from multiple accounts. I would recommend if you have a specific investment in mind you call the provider and ask them those questions directly. Also, keep in mind that with self-directed retirement accounts you are responsible to vet your investments and to perform your own "Due Diligence".

  • Carl Fischer
  • [email protected]
  • 215-283-2868
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