Year-end offer extended: Invest in a new retirement account before Dec. 15 to earn $325¹²
Yieldstreet offers a best-in-class retirement investing experience through Equity Trust, one of the largest self-directed IRA custodians in the U.S.
Learn more about Equity TrustOptimize your most valuable capital
Your retirement dollars are among your most important to optimize due to their tax efficiencies, making IRAs an ideal vehicle for enhanced private market growth and income.
Compound long-term growth
With your capital locked-up in an IRA, let longer-term and more illiquid private investments grow for the future on a tax-free or tax-deferred basis.
Keep more of what you earn
Instead of realizing income or capital gains each time a private market investment matures, let it compound with tax advantages in a retirement account.
Protect your wealth
With broader diversification and lower correlation to public markets, private market investments can help you achieve more stable returns.
More opportunities than ever
We've developed innovative structures that unlock previously restricted investments for IRAs. More than 85% of our investments are available to retirement accounts.
Real Estate
Private Credit
Private Equity & Venture Capital
Funds Investments
Short Term Notes
Structured Notes
Reserved access to offerings
Gain access to some of our highest-demand investments, such as our Supply Chain Financing program, with reserved funding for retirement accounts.
Powered by a top retirement account custodian
Equity Trust offers largely unmatched experience in the intricacies of servicing self-directed IRAs.
$39B+
in assets under custody and administration"Best overall"
self-directed IRA company
50
years in businessSource: Equity Trust, as of October 2023
One seamless experience
We've made adding private markets to your retirement account nearly as easy as traditional public market investments.
1
Open an account
Create an Equity Trust account directly through Yieldstreet.
2
Roll over or transfer funding
Equity Trust's experienced team will help you transfer or roll over funding to your account.
3
Add investments
You're all set to invest in Yieldstreet offerings with your retirement account.
Simple balance-based fee
Yieldstreet members enjoy reduced Equity Trust account fees. Pay as little as a 0.09% annual fee based on your retirement account balance.
- 10. Returns based on the past 15 years of historical data from Cambridge, NCREIF, S&P, Bloomberg, as of 6/30/22. Returns are cumulative and do not consider the impact of any fees/expenses. The Private Market Portfolio is a composite index comprised of 40% Private Equity (Cambridge PE Buyout Index) / 30% Private Credit (Cambridge Direct Lending Index) / 30% Private Real Estate (NCREIF Property Index). The Traditional Portfolio is a composite index comprised of 60% Stocks (S&P 500 Index) / 40% Bonds (Bloomberg US Aggregate Index). Indexes are unmanaged and have been provided for comparison purposes only. You cannot invest directly in an index.The taxable account represents a constant tax rate of 37% (the current top ordinary income rate).Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in significant losses.
- 11. This graph is an illustrative model comparing how an account of $100,000 earning an annualized return of 9.7%, compounded annually, over 25 years would fare in a taxable account versus in a tax-deferred account (IRA). The model assumes no other contributions to or distributions from the account over the period and assumes the reinvestment of any dividends and other earnings. The "Taxable" account reflects the application of a constant tax rate of 37% (the current top ordinary income tax rate) on any such dividends and other earnings each year. The "Tax-deferred or tax-free" account assumes no taxes are assessed on dividends or other earnings in the account.
- 12. First investment in new retirement account bonus terms: Applies to new Equity Trust accounts only. Must be a Yieldstreet member prior to creating an Equity trust account; must create an account via the Yieldstreet site. After opening an Equity Trust account between October 21 and December 15, 2023, you must make an eligible Yieldstreet investment in your Equity Trust account before January 31, 2024 to receive the incentive. Must have a non-retirement account with a Yieldstreet Wallet to receive the incentive. Incentive payments will be issued at the conclusion of the month following the month your first eligible retirement account investment request was made active. All Yieldstreet investments other than the Yieldstreet Prism Fund (Alternative Income Fund) and Short Term Notes are eligible.
- Yieldstreet cannot and does not provide tax advice and this communication is for illustrative purposes only and is not intended to be – and should not be construed as – tax advice. Please consult a tax professional for advice specific to your situation. This communication should neither be construed nor intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, financial, accounting, legal, regulatory or compliance advice. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in significant losses.
2 Represents an net annualized return, using an internal rate of return (IRR) methodology, with respect to the matured investments shown in your Portfolio experience, utilizing the effective dates and amounts of subscriptions and distributions to and from the investments, net of management fees and all other expenses charged to the investments.[read more]