While we were grinding through the winter months, our VentureSouth investors and staff enjoyed a delightful early taste of spring last month at our annual VentureSouth Summit. For the first time since we started the event in 2016, we ventured out from Greenville and...
As we celebrate South Carolina angel investing tax credit transfer season (among other things), we found this report on the SC Dept of Revenue’s website here (under Publications / Reports / Additional Reports) about who applied for the credit in 2021. We thought you...
March 2021 recap: In the month that marked a year since COVID-19 hit, we have been continuing to execute on our mission but also looking forward to a near-future that returns to normal. We made good progress this month. New team member: We are thrilled to announce a...
Best angel investing podcasts for southeastern angel investors Interested in angel investing and like podcasts? You’re in the right place – our annotated guide to podcasts about angel investing in the southeast. There are already lists of angel investing podcasts. Why...
February 2021 recap After starting January, with a long list of developments, we expected February to be a little quieter. Despite being three days shorter, we still got a lot done! New investment completed: This month we executed investments in two new companies....
So what can I do to optimize? There is, of course, nothing stopping you angel investing from both cash and IRA. You can, and many VentureSouth members in fact do, carefully plot what investments are made from which source. If you’re investing in a C-Corp raising a...
But does it actually make sense to use your IRA? 4. Admin and fees There are a couple of other administrative considerations. First, tracking: investments, especially if you do them on your own, is likely easier in the IRA as the custodian should have good tracking...
But does it actually make sense to use your IRA? 3. A bit more on taxes. Two other small things on taxes. We looked at gains in the last post, but we shouldn’t forget the flip-side of that – losses. Capital losses are “useful” in either case – a loss in an IRA will...
But does it actually make sense to use your IRA? 2. Taxes. The key benefit of investing through an IRA, of course, is that any gains have favorable tax treatments: in a traditional IRA, the gains are tax-free when they happen and you pay ordinary income tax upon...
Why would you want to make angel investments through an IRA rather than just cash? Tax efficiency: gains made in IRAs have favorable tax treatments. Other things to buy: People have plenty of ways to use their cash, for both investments and consumption. Uninvested...