In a traditional retirement account at work or at a typical bank or brokerage your IRA investment choices are limited to a typical mix of publicly traded investments such as stocks, bonds mutual funds and ETFs.
However, the IRS also allows you to invest retirement funds in non-publicly traded opportunities. Alternative investments, typically with a long-term focus can be a good match for “long term” retirement funds.
Consider the power of an IRA that let’s you:
Forge Trust offers self-directed Traditional, Roth, SEP and Simple IRAs that provide tax advantages for the assets held in these retirement accounts.
We provide administrative and custody services for a wide range of alternative assets. We are experienced in retirement account rules and regulations and work with you to invest in the alternative asset of your choice while maintaining tax deferred or tax free growth.
Alternative assets often require greater expertise and proprietary processes than publicly traded assets. We understand these types of investments an know how to navigate their operational complexities so you can be confident your retirement investment is handled with the proper diligence and care.