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Hi Chris, 

Good question. If it's possible, I'd also be interested to understand the nuances of how it works. I've been working in the startup world quite a while and I've been told you aren't able to do this because you can't invest IRA $s in a 'disqualified person', which includes companies you are employed by. 

Cheers,

Chad

Take a look at Strata Trust Company. Strata allows you to roll over your IRA into a custodian account with them. Once your account is established you can make investments via stock purchase or via SAFEs/Convertible Notes. The investment becomes "STRATA Trust Company, Custodian FBO Sam Malone Roth IRA." 

I have personally used Strata to make investments in my company as well as others. Strata and other Custodian companies currently hold close to $1M in investments with us.

Strata is not the only company out there. I know of Forge, and CamaPlan, but Strata has been the best to work with. 

I think they charge an annual fee of $500to manage the account for you. 

I'm attaching a form Strata uses for investments so you get an idea of what's required. 

Its been super easy to do - if you have questions, feel free to reach out to me and I'll gladly discuss more in detail. 

Thanks so much for your replies!

I'm currently trying to get Fidelity to act as custodian for this transaction. I'll update as I learn more.

I founds some descriptions of "disqualified persons" and it seemed to only talk about commpanies

you or a family member owned or owned a part of.... just being a "run of the mill" employee did not

seem to be covered.... weird how difficult this is to figure out....  :-)

Thanks again.

Cheers