Self-Directed IRA For Investment Sponsors

Raising money for your business, private fund, real estate or investment deal? Using a Kingdom Trust Self-Directed IRA, your investors and potential investors may be able to use their retirement funds to invest in your offering and do so tax-free or tax deferred. All at no cost to you.

Kingdom Trust works daily with investment sponsors around the United States who look to expand their options by opening up their private offerings to IRA holders.

Working with Kingdom Trust is simple! We educate you on the process and the Internal Revenue Service rules and regulations. As the investment sponsor, you then find investors who may be interested in investing in your offering using a retirement account. We will then assist each of them in setting up and funding a Kingdom Trust Self-Directed IRA. Upon the direction from the account holder, Kingdom Trust will then disperse funds to you for his or her investment. The entire process can be completed in approximately two weeks.

Kingdom Trust absolutely does not sell, recommend or endorse any type of investment. Because we are a non-fiduciary trust company, our clients have the ability and freedom to make their own investment decisions, including investments into non-traditional or alternative assets.

As an investment sponsor adopting new terms under the Dodd-Frank Act and abiding by the SEC Custody Rule, you may find yourself in need of an independent qualified custodian like Kingdom Trust to assist you with internal auditing, transparency and compliance. Click here to learn more about our Institutional Custody solutions.

For more information, please schedule a call with Business Development today!

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