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 on Christmas Day, Wednesday, December 25th. We will re-open on Thursday, December 26th, at 8 AM Central.

Important Dates to Remember:

January 10th is the deadline for submission of valuations to reflect on 2024 statements.

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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 on Christmas Day, Wednesday, December 25th. We will re-open on Thursday, December 26th, at 8 AM Central.

Important Dates to Remember:

January 10th is the deadline for submission of valuations to reflect on 2024 statements.

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 on Christmas Day, Wednesday, December 25th. We will re-open on Thursday, December 26th, at 8 AM Central.

Important Dates to Remember:

January 10th is the deadline for submission of valuations to reflect on 2024 statements.

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:

  1. Diversification, since the value of precious metals often increases as the value in stocks and bonds decline and
  2. 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)

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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