For your convenience, we offer e-bill express if you would like to make a payment online. Thank you.

Will be closed Thursday, November 25th in observance of Thanksgiving Day. We will re-open Friday, November 26th at 7 AM PST.

Forge Trust

For your convenience, we offer e-bill express if you would like to make a payment online. Thank you.

Will be closed Thursday, November 25th in observance of Thanksgiving Day. We will re-open Friday, November 26th at 7 AM PST.

For your convenience, we offer e-bill express if you would like to make a payment online. Thank you.

Will be closed Thursday, November 25th in observance of Thanksgiving Day. We will re-open Friday, November 26th at 7 AM PST.

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.

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