About WealthFlex

The WealthFlex team is working to transform the self-directed IRA by offering an ultra-intuitive online platform that makes it easy, fast, flexible, and cost-effective to access higher-yield private investments, providing instant access to investable cash with no need for plan administrator involvement.

Joe DiDomenico CO-FOUNDER, CEO, CISP
Joe used his IRA to purchase a 16-acre baseball park in Olympia, WA. He has made several angel investments over the years and is a former Merrill Lynch stockbroker and CitiGroup Senior Vice President. As a Certified IRA Services Professional (CISP), his deep knowledge of IRA structures and retirement plan permissibly rules have made him a vital part of our team.


The differences and similarities between private and public investments

Questions:
 1. Is one better than the other?
 2. Does one have more risk than the other?
 3. Does one have higher returns than the other?
 4. Do wealthy people invest more in alternative investments vs publicly traded?
 5. What kind of people do private investments?
 6. Where do people hear of these private investments?
 7. Why haven’t my broker talked about these to me?
 8. I hear there are special rules around the private funds?
 9. Can I buy private equity or real estate in my IRA I have with my broker?
 10. Is a smaller offering better than a larger offering?
 11. Where can I go to get more information about alternative investments?

12. How do I sell a private investment that I have bought?
 13. Are there special account and reporting things I need to know about private investments?

14. Investments options?