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

Forge Trust will be closed during the Thanksgiving Holiday on Thursday and Friday, November 28th and 29th. We will re-open on Monday, December 2nd, at 8 AM Central.

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.

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.

Important Reminder: 2024 RMDs must be submitted by the December 1st deadline to avoid delays!

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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.

Forge Trust will be closed during the Thanksgiving Holiday on Thursday and Friday, November 28th and 29th. We will re-open on Monday, December 2nd, at 8 AM Central.

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.

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.

Important Reminder: 2024 RMDs must be submitted by the December 1st deadline to avoid delays!

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

Forge Trust will be closed during the Thanksgiving Holiday on Thursday and Friday, November 28th and 29th. We will re-open on Monday, December 2nd, at 8 AM Central.

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.

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.

Important Reminder: 2024 RMDs must be submitted by the December 1st deadline to avoid delays!

Other Asset Types IRA

Endless Opportunities For Retirement Portfolio Diversification

Real estate and private equity are very common asset types that draw interest among self directed IRA investors.

Beyond the most common asset types, a self directed IRA opens up many investment options that you may not have previously considered.

You can choose to invest in a product or industry you’re familiar with or a product, company or service that is developing something that you have a particular passion for.

The possibilities are ALMOST limitless.

Of course, there are some limitations that you will need to be familiar with before you begin investing.

The law does not permit IRA funds to be invested in life insurance or collectibles. And anything related to the cannabis industry since it is still illegal at the federal level.

Refer to the IRS website for more details about investment limitations.

And as always, we encourage you to consult with a tax or financial professional.

Limitations

Here are some examples of disallowed collectibles in your IRA:

  • Artwork, Rugs, Antiques
  • Metals - with exceptions for certain kinds of bullion
  • Gems, Stamps
  • Coins - (but there are exceptions for certain coins)
  • Alcoholic beverages, and
  • Certain other tangible personal property

Familiarize yourself with overall prohibited transactions to avoid potential tax consequences.

Prohibited Transactions

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