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!

Alternative Assets

Precious Metals IRA

A tangible asset that can be held in your self-directed IRA

Gold — the Egyptians coveted it and the Romans were the first to use it as the basis for their monetary system.

Today, you can use your self-directed IRA funds to invest in gold and certain other precious metals by buying the physical metal in the form of bullion bars and bullion coins.

Many investors choose precious metals primarily for two reasons:

Diversification, since the value of precious metals often increases as the value in stocks and bonds decline and
To hedge against inflation given their intrinsic value as hard assets.

As the IRA account owner, you are responsible for choosing the precious metals dealer, selecting the investment and negotiating the purchase. Since the IRA account owner is prohibited from taking possession of the metals, a metals depository must also be selected to hold the metals on behalf of Forge Trust as your account custodian.

Precious Metals You Can Purchase with a Self-Directed IRA

Gold Coins/Bars/Bullion (Minimum fineness required: 0.995)

American Eagle coins (except for “slabbed coins”)
Australian Kangaroo/Nugget coins
Austrian Philharmonic coins
Canadian Maple Leaf coins
Credit Suisse (0.999 PAMP Suisse Bars)
US Buffalo Gold Uncirculated coins (no Proofs)
UK Gold Britannia
Bars and rounds manufactured by a NYMEX or COMEX approved refiner/assayer or national government mint and meeting minimum fineness requirements (must be fabricated by NYMEX or COMEX approved refiners or national government mint)

Silver Coins/Bars/Bullion (Minimum fineness required: 0.999)

American Eagle coins (except for “slabbed coins”)
Austrian Kookaburra coins
Canadian Maple Leaf coins
Mexican Libertad silver coins
UK Silver Britannia
Bars and rounds manufactured by a NYMEX or COMEX approved refiner/assayer or national government mint and meeting minimum fineness requirements (must be fabricated by NYMEX or COMEX approved refiners or national government mint)

Palladium (Minimum fineness required: 0.995)

PAMP palladium bar
PAMP palladium kilo bar
Canadian Maple Leaf coins
Bars and rounds manufactured by a NYMEX or COMEX approved refiner/assayer or national government mint and meeting minimum fineness requirements (must be fabricated by NYMEX or COMEX approved refiners or national government mint)

Platinum (Minimum fineness required: 0.995)

American Eagle coins (except for “slabbed coins”)
Austrian Koala coins
Canadian Maple Leaf coins
Isle of Man Noble coins
PAMP platinum bar
Bars and rounds manufactured by a NYMEX or COMEX approved refiner/assayer or national government mint and meeting minimum fineness requirements (must be fabricated by NYMEX or COMEX approved refiners or national government mint)

Unacceptable Precious Metals

Austrian Corona & Ducat
Belgian Franc
British Sovereign
Chilean Peso
Columbian Peso
Dutch Guilder
French Franc
German Mark
Hungarian Korona
Italian Lira
Mexican Peso & Ounza
South African Krugerrand
Swiss Franc
Rare/collectible coins

Investment Document Requirements

When you are ready to make your investment purchase there are certain investment supporting documents which you are required to submit. It's important that all documentation is received simultaneously by us along with your investment authorization so as not to cause any delay in processing. Please pre-review investment document requirements here.

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