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Ready to Invest in Alternatives? Here's What You'll Need
Pre-investment checklists by asset type
When it’s time to purchase an asset in your account, we’re here to guide you through the process, simply click on your asset type below:
- Real estate (PDF)
- Private equity (PDF)
- Unsecured note (PDF)
- Secured note (PDF)
- Convertible note (PDF)
We want to make sure you avoid unintended tax consequences by making you aware of some important things:
- The purchase should not constitute a “prohibited transaction.”
Be sure to familiarize yourself with the IRS rules regarding disqualified persons and prohibited transactions. The Opportunity Analyzer can also help, or you can call one of our Pacific Premier Trust IRA Specialists, who has expertise with alternative assets in IRAs, with any questions.
- All expenses associated with the investment must come from cash in your IRA.
To ensure you always have funds available for planned and unplanned expenses, you’ll be asked to keep a credit card or ACH on file.
- The investment is made by the IRA - not you.
All documents should reflect the title or owner as “Pacific Premier Trust Custodian FBO [Your Name] [Type of Account]”
These rules are in place to ensure your investments maintain their tax-advantaged status. Depending on the type of investment you’re purchasing, there may be additional considerations, which vary. To help you learn more, we've developed the above comprehensive pre-investment checklists to get your investment started on the right track.