why non traditional investments?


Combining your investment expertise with an IRA can be a powerful investment strategy. Why pay someone else to manage your retirement - and bet your entire wealth on the stock market rising in value - when you can build your retirement savings by investing in assets that you know and understand?  Viking Retirement Assets Custodian  offers clients the ability to invest in non-traditional assets such as:

»  Real estate
»  Private placements
»  LLCs
»  Mortgages/deeds of trust
»  Promissory notes
»  Limited partnerships


Step-By-Step Process

Once you have opened and funded an account with VRAC, purchasing an investment option is fast and easy. When you have found an investment that you would like to purchase with your IRA, simply instruct VRAC to purchase the asset for your account in the name of your IRA: "Viking Retirement Assets Custodian For the Benefit of Your Name IRA." All necessary original documents, such as warranty deeds, options, mortgages, notes, etc., will be sent to VRAC where they will be held in safekeeping. You will be notified once the investment has been purchased and is posted to your account, which is accessible 24/7 on our VRAC website. Any related income from the investment will be sent to VRAC and deposited to your account.

To learn more, please see our Frequently Asked Questions page and VRAC brochure.


Prohibited Transactions

A prohibited transaction is any improper use of your IRA account by you, your beneficiary or any disqualified person. The following are considered prohibited transactions by the IRS:

»  Borrowing money from your IRA
»  Selling personal property to your IRA
»  Receiving unreasonable compensation for managing your IRA investments
»  Using your IRA as security for a loan
»  Purchasing property for personal use (present or future) with IRA funds
    (must be for investment purposes only)
»  Using IRA funds to purchase collectibles such as artwork, antiques and certain
    other tangible personal property
»  Purchasing assets owned by yourself, your spouse or other family members
    (exceptions include siblings) with your IRA funds
»  Using a property owned by your IRA to house your business

 
   
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