Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.

Reminder: Visit our Contact Us and Forms pages for our updated address and deposit instructions for Tri-Counties Bank. Notify any third parties who make payments to your IRA of these changes.

Save time accessing your account information by registering for online access here. It’s fast, secure, and convenient!

Give the gift of investing and get rewarded! Spread the word to friends and family! When they open a Forge Trust account, you’ll both be eligible for a choice of a $100 Amazon or VISA gift card. Refer now.

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Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.

Reminder: Visit our Contact Us and Forms pages for our updated address and deposit instructions for Tri-Counties Bank. Notify any third parties who make payments to your IRA of these changes.

Save time accessing your account information by registering for online access here. It’s fast, secure, and convenient!

Take Control Of Your Retirement Savings With A Self-Directed IRA

How Is A Self-Directed IRA Different?

Enjoy tax advantages while gaining greater investment choice, flexibility and control

More Choice

IRA accounts allow income and appreciation to grow on a tax-deferred or tax-free basis on a wide variety of investment choices depending on the type of self-directed retirement account you choose.

More Flexibility

"Self-directed" simply means that with this type of retirement account you also have the flexibility to choose investments outside of publicly traded stocks, bonds, mutual funds and ETFs.

More Control

A self-directed IRA account is an attractive vehicle for investors who want to further diversify and control their retirement portfolios.

Self-directed IRAs require a specialized custodian.

Most household-name financial institutions typically do not offer IRA accounts that allow investments in alternative assets.

As a specialized custodian, Forge Trust is focused on self-directed IRAs and we allow investors to open this type of retirement account. With decades of experience handling alternative investments we know and understand the many intricacies and requirements of these investments. Learn more about the role of a custodian.

A self-directed IRA allows you to invest in these assets

Real Estate IRA

Vacant land, farmland, residential, commercial or vacation property

Notes: Secured and Unsecured IRA

A promise to repay a borrowed sum of money by a specified maturity date

Precious Metals IRA

Certain gold, silver, platinum and palladium coins and bullion

Private Equity IRA

Companies not publicly traded such as startups, early stage or growing companies that are raising capital

Crowdfunding IRA

Platforms allowing access to many different types of assets such as private stock in startups

Other

With a few exceptions, you can use retirement dollars to invest in almost any asset

How Is A Self-Directed IRA Different?

Enjoy tax advantages while gaining greater investment choice, flexibility and control

Self-directed IRAs require a specialized custodian.

Which self-directed account is right for you?

A self-directed IRA allows you to invest in these assets

Getting started is easy.