Your Forge Trust Customer Portal has a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.
Forge Trust has improved the valuations experience with notification and guidance message inside your customer portal on Forgetrust.com.
Outstanding fees can be paid with your debit/credit card in our online payment portal.
Forge Trust has new Banking Information that can be found on our Delivery Information Page. Please notify any 3rd party making payments to your IRA (i.e. Issuers, Borrowers, Renters, etc.) of these new deposit instructions.
Forge Trust has a new Physical and Mailing address which can be located on our Contact Us Page or our Delivery Information Form.
Attention Forge Trust customer a friendly reminder that our banking partner is Tri-Counties bank, their information can be found in our Forms page on Forgetrust.com
Your Forge Trust Customer Portal has a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.
Forge Trust has improved the valuations experience with notification and guidance message inside your customer portal on Forgetrust.com.
Outstanding fees can be paid with your debit/credit card in our online payment portal.
Forge Trust has new Banking Information that can be found on our Delivery Information Page. Please notify any 3rd party making payments to your IRA (i.e. Issuers, Borrowers, Renters, etc.) of these new deposit instructions.
Forge Trust has a new Physical and Mailing address which can be located on our Contact Us Page or our Delivery Information Form.
Attention Forge Trust customer a friendly reminder that our banking partner is Tri-Counties bank, their information can be found in our Forms page on Forgetrust.com
An alternative investment refers to an investment in an asset that is not a publicly traded security such as stocks, bonds, mutual funds, and ETFs.
Since alternative investments are not highly correlated with publicly traded investments they do not often increase or decrease in value along with public market movement.
Most alternative assets are not publicly traded so they tend to be illiquid. This makes them better suited for a longer-term investment horizon such as retirement investing.
And since the IRS allows you to use tax-advantaged retirement funds to invest in alternative assets, appreciation compounds tax-free. The account type most commonly used for this is known as a "self-directed IRA".
There are only a handful of investments not allowed by the IRS in an IRA. Whle not an exhaustive list, below are some of the more common types of alternative investments.
Asset Type | Asset Description |
---|---|
Real Estate IRA |
IRA funds may be used to invest in a wide variety of real estate including vacant land, farmland, residential, commercial or vacation property. Investors often choose to invest IRA funds in real estate because it is a familiar and tangible asset that can offer long-term appreciation or supplemental income during retirement. There are strict rules and guidelines regarding the use of IRA funds for real estate investment as the real estate must be strictly used as investment property. You cannot use IRA funds to purchase a private residence, a family vacation home or a property intended for use by a disqualified person. |
Private Equity IRA |
Private equity refers to investing in privately held companies and businesses that are not publicly traded on the stock exchange. Self-directed IRA investing allows individuals to be opportunistic and invest in startups, early stage or growing companies that are raising capital. Your self-directed IRA can invest directly into a private company of your choice or through one of the many private placements available such as a hedge fund, fund of funds, online marketplace and more. |
Precious Metals IRA |
Certain gold, silver, platinum and palladium coins and bullion can be held in IRAs. Precious metals require highly secure storage so an investor must choose a depository for safekeeping of the IRA-owned metals. Forge Trust has formal relationships with several depositories and offers clients a choice of storage facility. |
Notes: Secured and Unsecured IRA |
A promissory note represents a promise to repay a borrowed sum of money by a specified maturity date. The investment is made on set terms with fixed interest payments and both principal an interest are collected on behalf of a self-directed IRA. All principal and interest payments are paid directly to the custodian on behalf of the IRA. Loans may be unsecured or secured by real estate or other collateral. |
Investment or Crowdfunding Platforms IRA |
Crowdfunding platforms give investors access to private stock in up and coming startups. Investors can use their self directed IRAs to fund virtually any crowdfunded venture. |
Endless Opportunities |
The IRS allows the use of retirement dollars to invest in almost any type of asset. However, you still need to be aware of a few restrictions. |
Open. Fund. Invest.
Have a question? Call us at (800) 248-8447.
We’re moving!
Starting December 12th, Forge Trust will have a new physical AND mailing address. Our new addresses can be found here and is on all our forms. Please use this information when mailing anything to Forge Trust to avoid delays. Mail sent to our previous addresses will temporarily be forwarded.
Forge Trust has new Banking Information that can be found on our Delivery Information Page. Please notify any 3rd party making payments to your IRA (i.e. Issuers, Borrowers, Renters, etc.) of these new deposit instructions.