Tag Archives: private equity

Solo 401k

How can I convert my Private Equity Investment to my Roth Solo 401k?

December 16, 2022 | By George Blower

Self-Directed 401k FAQ – How can I convert my Private Equity Investment to my Roth Solo 401k?

Solo 401k

How do I title my Solo 401k Investment in Private Equity/Private Placement?

July 11, 2022 | By George Blower

How do I title my Solo 401k Investment in Private Equity/Private Placement?

Solo 401k

Invest a solo 401k in a Special Purpose Vehicle/Entity (SPV)

December 4, 2020 | By Mark Nolan

QUESTION: I have a quick question. I have set up Solo 401K account  I plan to make new investment in SPV feeder fund. Do you know if SPV Feeder Fund investment allowed under the Solo 401k? ANSWER: Investing in  Special Purpose Vehicle/Entity (“SPV”)  is essentially a private investment. The SVP is commonly used in the […]

Solo 401k

Top Self-Directed 401k Investments & Rules

June 5, 2020 | By Mark Nolan

A self-directed 401k also known as a solo 401k is a popular retirement  plan for the self-employed with no full-time W-2 employees. What makes the self-directed 401k so popular over other self-employed plans (e.g., DBP, SEP IRA and SIMPLE IRA) is the ability to easily self-direct it into both traditional investments (e.g., stocks and mutual […]

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