
A self-directed IRA may hold a broader range of eligible assets beyond traditional stocks, bonds, and mutual funds. Depending on the asset and applicable requirements, these may include real estate, precious metals, private companies, promissory notes, and other alternative assets.
Mountain West IRA provides administrative and recordkeeping services for self-directed IRAs. All assets and transactions must comply with applicable IRS rules, prohibited transaction restrictions, and Mountain West IRA's administrative requirements.To expand the types of assets you can hold within your IRA, it is important to have a retirement plan that gives you greater control over the assets you choose.
With a self-directed IRA, you choose which eligible assets to hold in your retirement account. This gives you the flexibility to explore alternative assets based on your individual interests and retirement goals.
Mountain West IRA handles the administrative and recordkeeping responsibilities while you remain in control of your asset choices. Account owners are responsible for researching assets, understanding potential risks, and conducting their own due diligence.
Mountain West IRA does not select, recommend, endorse, research, evaluate, or perform due diligence on assets. All transactions must comply with applicable IRS rules and account requirements.
A self-directed IRA may hold eligible residential, commercial, and other real estate assets, including rental properties, vacant land, and certain tax deeds. All property-related income and expenses must be handled through the IRA.
A self-directed IRA may purchase eligible promissory notes or originate loans to eligible borrowers. Notes may be secured by real estate or other collateral, or may be unsecured. Principal and interest payments must be made directly to the IRA..
A self-directed IRA may hold eligible ownership interests in privately held companies, LLCs, partnerships, syndications, and certain private funds. Account owners are responsible for evaluating the offering documents, ownership structure, and associated risks.
A self-directed IRA may hold certain qualifying gold, silver, platinum, and palladium products that meet applicable IRS requirements. IRA-owned precious metals must be maintained under an eligible custody and storage arrangement.
Mountain West IRA provides administrative and recordkeeping services and does not provide tax, legal, financial, or asset-related advice. Account owners are responsible for selecting and evaluating their assets and should consult qualified professionals when guidance is needed.
Explore the flexibility of a self-directed IRA and the alternative assets it can hold, including real estate, promissory notes, precious metals, and more. Our team is here to help you understand your account options and the steps to get started.
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