Other Investments

Self-directed IRAs give you freedom from mainstream investment limitations. You have investment options other than stocks, bonds, or mutual funds. Acquire assets that can do just as well, if not better, than these traditional investments. The fact is, alternative investment options are limitless. The only two assets you cannot invest in are life insurance and collectibles.

The most popular asset in a self-directed plan is real estate. However, there are many other alternative investments you can choose from. Start building your retirement income with alternative assets today!

Retirees on Beach with Family

Examples of other alternative investments include:

  • Accounts Receivable
  • Commercial Paper
  • Oil and Gas (see below for more information)
  • Mineral Rights
  • Equipment Leasing
  • Structured Settlements
  • Timberland
  • Building Bonds
  • Limited Partnerships
  • Rights or Warrants
  • Tax Lien Certificates and Deeds

The key is to invest in what you know and understand. Capitalize on your knowledge and expertise when choosing assets for your retirement plan. The above are a few popular examples of different available options.

Make plans to secure your own successful financial independence with Midland today. We serve clients nationwide who invest in alternatives to build income in their IRA. Midland provides personal service and offers free, educational resources for our clients. We also offer resources for professionals such as realtors, CPAs, and capital fundraisers. Learn how the vast world of self-direction works. Watch one of our Midland University webinars. Listen to a recent Midland Pulse session. Read one of our articles. Or, attend one of our upcoming events.

If you have questions regarding a unique investment you would like to make within a self-directed retirement account, contact Midland today.

Other Investments: Oil & Gas

How You Can Invest in Oil & Gas Assets With a Self-directed IRA

  • Invest in raw land for oil and gas options
  • Invest in mineral rights of land
  • Purchase interests in oil and gas refineries and/or drilling companies
  • Acquire commodities and/or futures contracts
  • Wind and solar options
  • Hydroelectric energy, hydropower, and wave power
  • Natural gas and coal
  • Geothermal energy
  • Biofuel

Before You Invest in Oil & Gas

  • Research the investment options thoroughly to avoid fraud
  • Understand the benefits and risks of these assets
  • Finally, consult with financial, accounting, and industry professionals when making investment decisions

Oil & Gas Investment Process

Midland Trust makes the process of investing in these alternative assets inside of your self-directed IRA just as simple as investing outside of your IRA. However, with a self-directed IRA, you enjoy the benefits of a tax-sheltered account. Below are the steps to invest in oil and gas with your self-directed IRA.

  1. Open a Midland Account
  2. Fund your Midland account by making a personal contribution, IRA to IRA transfer, or 401(k) to IRA rollover.
  3. Fill out Midland’s Private Purchase Authorization form.
  4. Provide Midland with the investment documents from the energy company such as the Subscription Agreement. The vesting on the documents will be Midland Trust Company as Custodian FBO Client Name Client Account Number.
  5. Your IRA is now invested in oil and gas assets. All income is deposited into your tax-advantaged IRA.