Tuesday, November 21, 2017
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Privately Offered Investments

Privately Offered Investments

As long as a Market Value is readily available from an approved valuation agent, a GoldStar IRA can hold any number of investments in a tax free or tax deferred account. Closely held stocks and LLC’s (Limited Liability Companies) are examples of privately offered investments you may be able to hold in your self-directed IRA.

NEW ACCOUNTS: We encourage you to download one of our new account kits (Traditional or Roth) on the left of your screen. These packets include all the forms you will need as well as brief instructions on how to get started and a checklist for new accounts.

If you have available cash in your GoldStar account and are ready to invest, please follow these steps:

  1. Complete this form: IRA Investment Direction & Certification (for Privately Offered Investments)
  2. Provide an Investment Subscription document, Prospectus, Offering Circular or other Offering documents
  3. Complete the Fair Market Valuation Disclosure Statement
  4. Mail all documents to :
    • GoldStar Trust Company
      P.O. Box 719
      1401 4th Ave. (physical/overnight address)
      Canyon, TX 79015
     

IMPORTANT: GoldStar reserves the right of final determination concerning which assets we will accept within an IRA. Please allow 1-2 weeks for the review process to be completed. Submission of the proper forms does not automatically guarantee asset acceptance by GoldStar. Failure to submit any of the above documents may delay the asset review process.

PROHIBITED TRANSACTIONS: Specific guidelines have been established by the Internal Revenue Service (IRS) governing the types of transactions allowed within retirement plans. The IRS specifically prohibits “self-dealing”, whereby transactions are deemed to be “prohibited” if investments, in any way, currently benefit the Account Holder, close family members and a few other persons or entities who are known as “disqualified persons”. If you have any questions regarding prohibited transactions, please speak with your financial advisor.

need further assistance?

Just call 1 (800) 486-6888 and let the receptionist know you would like help with a privately offered investment for your IRA. Our Investor Services department will be happy to answer any questions you may have..

FDIC NOTICE: IRA and/or Bond investments represented on this website are not FDIC-insured, are not guaranteed by GoldStar Trust Company, and involve risk including possible loss of principal. If held in a GoldStar IRA or GAMMA account, the un-invested cash portion is FDIC insured up to $250,000.