Investment Options

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Partnerships & Joint Ventures

The Entrust Group does not offer investment, tax, financial or legal advice to clients. Individuals who believe they need advice should consult with the appropriate professional(s) licensed in that area. 

Purchase or Sell Interests in Limited Partnerships with a Self-Directed IRA

A partnership is a type of unincorporated business organization in which multiple individuals, called general partners, manage the business and are equally liable for the debts of the business.

Other individuals, called limited partners, may invest in the business but are not directly involved in management. Limited partners are liable only to the extent of their investments.

Unlike a limited liability company or a corporation, partners share equal responsibility for the company's profits and losses, and its debts and liabilities.

The partnership itself does not pay income taxes, but each partner has to report their share of business profits or losses on their individual tax return. Estimated tax payments are also necessary for each of the partners for the year in progress.

General Rules Regarding Partnerships in a Self-Directed IRA or Real Estate Individual Retirement Accounts

Here are some general rules regarding self directed investments in your self-directed IRA or real estate IRA:

• The partnership agreement must permit an individual retirement account or a qualified plan to be a partner.
• The partnership must comply with the appropriate state law, have a determinate life, and be assignable.
• The partnership subscription agreement must be signed by you as having been read and approved, and will be executed by Entrust for your benefit.

Partnerships may be subject to unrelated business income (UBIT) and other taxes. It’s important to consult your tax advisor for proper direction.

The Entrust Learning Center includes tips, articles, rules, and information to regarding investment choices.

When title and/or escrow companies are involved, proper instructions will be provided to them for all documents for your account.

If a self-directed IRA is for you, why not go with the best. Entrust offers you:

• Local service. Entrust is the only self-directed IRA administrator with a nationwide network of offices across the United States.
• First-hand, expert knowledge. Entrust taps into the wealth of experience of our local experts to bring you information in an easy to understand format.
• Simple processes. Since we do this everyday, we have simplified our processes so that you can quickly and easily take care of your transactions.
  

Getting started is easy. Contact an Entrust professional in one of our local offices to establish a self-directed IRA or real estate IRA, or open your account today.