Forge Trust

Over $11 billion of assets under custody

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A $9+ trillion Capital Opportunity

When you are in the process of raising capital for your next deal consider tapping into the IRA market. Currently there is over $9 trillion of capital sitting in IRAs and another $5+ trillion in company-sponsored 401(k) plans. Research reported by Bankrate.com shows that the largest IRAs are held by individuals between the ages of 40 and 70. Click here to read the entire article published by Bankrate®. Additionally, research conducted by the Investment Company Institute (ici.org) indicates that large IRAs are created through 401(k) rollovers. To review the ICI report, click here.

Investors may not know that IRA funds can be a source of capital for investing in your offering. Forge Trust can be of assistance in educating you and your investors on the rules, regulations and process regarding IRA investments in private offerings.

IRA-Services-Institutions

The Rules

Internal Revenue Code (Code) Section 408m describes those investments that are not permitted in an IRA — life insurance and collectibles. The Code also states that the IRA must have a custodian to administer the assets and provide an annual valuation statement to the account owner and the IRS.

The Regulations

Internal Revenue Code Section 4975 describes prohibited transactions with disqualified persons. In summary, an IRA account owner may have no personal benefit from the IRA investment.

The Process

The IRA account must be opened and funded prior to directing an investment. Custodian-to-custodian transfers can take several weeks to complete. All investment documentations including subscription agreements, purchase agreements or promissory notes must be in the name of Forge Trust as custodian FBO IRA.

Custom Integrated Custody Solutions to meet your specific needs

Forge Trust has the technology to provide various levels of integration between the investment platform and the custodian’s platform. Contact our Regional Director Travis Majors (Travis@IRAServices.com 408-398-4181) to discuss your needs in more detail.

Forge Trust has decades of experience in the custody and administration of alternative investments held in Traditional, Roth, SEP and Simple IRAs.

Why Forge Trust Company?

Custody Services for a Wide Variety of Alternative Assets

Educational Services for Professionals

Integrated Custody Solutions for Investment Issuers

Streamlined Account Opening

Efficient Transaction Processing

Competitive Service Fees

What types of Alternative Investments does Forge Trust custody?


Real Estate


Promissory Notes


Private Equity


Private Placements


Precious Metals

 

The Smart Way to Raise Capital

Open An Account

 

Have a question? Call us at (800) 248-8447. Or if you prefer, email us at info@ForgeTrust.com

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Contact Us

Forge Trust
PO Box 7080
San Carlos, CA 94070-7080

(800) 248-8447
(605) 385-0050
info@ForgeTrust.com
CCPA Requests

IRA Services, Inc., Retirement Planning Service, San Carlos, CA

FORGE TRUST AND FORGE TRUST COMPANY AND THEIR REPRESENTATIVES IS NOT A FIDUCIARY UNDER ERISA AND DO NOT OFFER TAX OR LEGAL ADVICE. DO NOT PROVIDE INVESTMENT ADVICE, DO NOT SELL INVESTMENTS, DO NOT EVALUATE, RECOMMEND, OR ENDORSE ANY ADVISORY FIRM OR INVESTMENTS. INVESTMENTS ARE NOT FDIC INSURED AND ARE SUBJECT TO RISK, INCLUDING THE LOSS OF PRINCIPAL. CLIENTS ARE ADVISED TO PERFORM OR FACILITATE THEIR OWN DUE DILIGENCE WHEN INVESTING. THE INFORMATION CONTAINED HEREIN DOES NOT CONSTITUTE LEGAL OR TAX ADVICE AND SHOULD NOT BE CONSTRUED TO APPLY TO ANY INDIVIDUAL PERSON OR SITUATION. EACH PERSON SHOULD CONSULT WITH HIS OR HER OWN PERSONAL TAX ADVISOR, FINANCIAL PLANNER, ATTORNEY OR ACCOUNTANT WITH RESPECT TO SUCH INDIVIDUAL'S SPECIFIC SITUATION AND SHOULD NOT RELY UPON THIS INFORMATION WITHOUT SUCH CONSULTATION.

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