FAQ Category: Self-Directed Investments

No, you can select any depository, but there are depositories that Digital Trust currently holds metals with.

Segregated storage is when you choose to store your Precious Metals in a separate vault at the depository storing your metals. There are typically higher fees associated with this storage option. Non-segregated (commingled) storage is when you choose to store your metals in a vault that also holds metals for other customers. Commingled vaults have sub-accounting in place for each customer to ensure appropriate accounting.

No. You can only contribute cash to your qualified account with annual contributions or through rollovers or transfers from other qualified accounts.

Because the LLC is the owner of the investment, all income and expenses can go through the business checking account.

No. That would be considered a prohibited transaction.

Yes. Please contact customer service at Digital Trust for information on the procedure to purchase real estate through a corporate entity such as an LP or LLC.

If your qualified account invests in an LLC or LP that you or a disqualified person owns or controls, the investment could be a prohibited transaction.

Yes. Investments in newly formed private entities are not prohibited under the Internal Revenue Code, with the exception of subchapter S corporations.

According to the IRS, a Mortgage note must be made for value and cannot be a gift or for free.

No, different percentages can be permitted so long as the note is for more than the amount being borrowed.