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Brian Nichols, founder of Angel Squad, and Kacie Connors, Director of Partner Success at Alto, discuss how angel investors can use self-directed IRAs to build a diversified portfolio of early-stage deals. The session includes a panel with angel investors who are using retirement capital to fund deals through Angel Squad, and covers how self-directed IRAs open up a flexible pool of capital for angel investing, the tax advantages of deploying retirement capital (including why Roth IRAs can be especially effective for early-stage deals), and how the process works from account setup to rollovers and conversions.
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