by Yieldstreet | Staff
At Yieldstreet we are proud of our investor-first approach to generating income. So when we learned that our investors were looking for an easier, tax-efficient way to invest with Yieldstreet using their retirement funds, we listened.
We believe that investing with retirement funds should be flexible, simple and transparent and we are proud to announce our recent acquisition of WealthFlex. By working together, we’ve created a seamless way for you to invest in Yieldstreet investments with your IRA.
The Yieldstreet IRA is unique in the flexibility and ease of use it offers our accredited investors.
To learn more about IRAs and how they can be used to save for retirement, check out What is an IRA? Your Ultimate Guide in our Resource Center.
In this video, our CEO, Milind Mehere, and Founder of WealthFlex, Joe DiDomenico, talk about how the Yieldstreet IRA can help take your retirement funds to the next level.
Also check out this video where Joe DiDomenico explains how the Yieldstreet IRA is a unique offering for our investors:
Hold alternative investments with typically low market correlation in your retirement portfolio. Access Yieldstreet’s innovative investment offerings using your retirement funds.
Yieldstreet is making it easy for you to transfer your existing IRA or rollover 401(k)s to invest with those funds on our platform. Plus, with Yieldstreet Wallet you will get direct control of your IRA.
With the Yieldstreet IRA, you can defer paying taxes on the income generated by your Yieldstreet investments. You could potentially improve your tax efficiency by 25-50% after considering federal and state tax brackets. (Please consult with a tax professional for advice specific to your situation, as Yieldstreet cannot provide tax advice.)
We are excited to bring you the Yieldstreet IRA, a unique opportunity for you to help diversify your retirement portfolio.
You can also explore setting up your Yieldstreet IRA in-depth and get answers to some of the most Frequently Asked Questions about the Yieldstreet IRA.
If you have any additional questions about how to set up and get started with a Yieldstreet IRA, please reach out to [email protected]
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1 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 average net realized internal rate of return (IRR) with respect to all matured investments in your portfolio, utilizing the effective dates and amounts to and from the investments and net of management fees and all other expenses charged to the investments. Past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. All securities involve risk and may result in significant losses, including the loss of principal invested.[read more]
3 "Annual interest" or "Annualized Return" represents an annual target rate of interest or annualized target return and "term" represents the estimated term of the investment. Such target interest or target returns and estimated term are projections of the interest or returns and or term and may ultimately not be achieved. Actual interest or returns and term may be materially different from such projections. This targeted interest or returns and estimated term are based on the underlying investments held by the applicable.
4 Reflects the annualized distribution rate that is calculated by taking the most recent quarterly distribution approved by the Fund's Board of Directors and dividing it by prior quarter-end NAV and annualizing it. The Fund’s distribution may exceed its earnings. Therefore, a portion of the Fund’s distribution may be a return of the money you originally invested and represent a return of capital to you for tax purposes.
5 Represents the sum of the interest accrued in the statement period plus the interest paid in the statement period.
6 The internal rate of return ("IRR") represents an average net realized IRR with respect to all matured investments weighted by the investment size of each individual investment, made by private investment vehicles managed by YieldStreet Management, LLC from July 1, 2015 through and including Dec 22th, 2021, after deduction of management fees and all other expenses charged to investments.
7 Investors should carefully consider the investment objectives, risks, charges and expenses of the Yieldstreet Prism Fund before investing. The prospectus for the Yieldstreet Prism Fund contains this and other information about the Fund and can be obtained by emailing [email protected] or by referring to www.yieldstreetprismfund.com. The prospectus should be read carefully before investing in the Fund. Investments in the Fund are not bank deposits (and thus not insured by the FDIC or by any other federal governmental agency) and are not guaranteed by Yieldstreet or any other party.
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Investing in securities (the "Securities") listed on Yieldstreet™ pose risks, including but not limited to credit risk, interest rate risk, and the risk of losing some or all of the money you invest. Before investing you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties and risks, including all uncertainties and risks described in offering materials; and (3) consult with your own investment, tax, financial and legal advisors. Such Securities are only suitable for accredited investors who understand and willing and able to accept the high risks associated with private investments.
Investing in private placements requires long-term commitments, the ability to afford to lose the entire investment, and low liquidity needs. This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Yieldstreet™ is not registered as a broker-dealer. Yieldstreet™ does not make any representation or warranty to any prospective investor regarding the legality of an investment in any Yieldstreet Securities.
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