IRA accounts allow income and appreciation to grow on a tax-deferred or tax-free basis on a wide variety of investment choices depending on the type of self-directed retirement account you choose.
"Self-directed" simply means that with this type of retirement account you also have the flexibility to choose investments outside of publicly traded stocks, bonds, mutual funds and ETFs.
A self-directed IRA account is an attractive vehicle for investors who want to further diversify and control their retirement portfolios.
Most household-name financial institutions typically do not offer IRA accounts that allow investments in alternative assets.
As a specialized custodian, Forge Trust is focused on self-directed IRAs and we allow investors to open this type of retirement account. With decades of experience handling alternative investments we know and understand the many intricacies and requirements of these investments. Learn more about the role of a custodian.
Vacant land, farmland, residential, commercial or vacation property
A promise to repay a borrowed sum of money by a specified maturity date
Certain gold, silver, platinum and palladium coins and bullion
Companies not publicly traded such as startups, early stage or growing companies that are raising capital
Platforms allowing access to many different types of assets such as private stock in startups
With a few exceptions, you can use retirement dollars to invest in almost any asset
Open. Fund. Invest.
Have a question? Call us at (800) 248-8447.