Ways to Invest

Investing as an individual with Elevest Capital means you hold the investment personally in your name, which is the most common way to invest. At the end of each tax year, you’ll receive a Schedule K-1 tax form in your name to make filing your income tax return a breeze.

• If you choose to invest with your entity, such as an LLC, S-corporation, or C-corporation, it can be the investor instead of you personally. This can provide an extra layer of security and protection.
• While only one company shareholder can invest per account, additional shareholders can invest through separate accounts. At the end of each tax year, you’ll receive a Schedule K-1 tax form in your entity’s name for smooth income tax filing.

• This is a smart way to leverage your retirement savings while enjoying additional tax benefits. Your retirement account will act as the investor rather than you personally.
• We accept Self-Directed Solo 401(k)s, IRA LLC Single-Member, and IRA LLC Multi-Member accounts, which are great for this purpose.

Investing through a trust can be a strategic way to manage your investments while enjoying additional benefits. In this case, your trust can be the investor instead of you personally.

We accept both living revocable and irrevocable trusts at Elevest Capital. One major advantage of holding property in a trust is that it helps avoid the probate process when transferring assets to beneficiaries and may offer extra tax benefits.

At the end of each tax year, you’ll receive a Schedule K-1 tax form in the trust’s name for straightforward income tax filing.