If you think your IRA can only invest in stocks and bonds, think again. You can easily use your IRA to invest in one of our direct participation opportunities from your retirement account. That could put a big boost in your IRA returns, especially when you can defer taxes on the high profit potential from our oil and gas investment opportunities. That’s something you’re not likely to see if you only hold stocks and bonds in your portfolio.
But there is a catch: To use your IRA to invest with Pipeline, the account must be a Self-Directed IRA. That means that although a custodian holds your IRA, you control all investment and asset allocation decisions. With a Self-Directed IRA, you can choose from plenty of asset classes –including direct participation opportunities in oil and gas projects. As you receive monthly income from oil and gas revenues, we’ll send those funds directly to your IRA account. We’ll do the same for profits you’ll receive if we sell a project.
How to Invest
To use a Self-Directed IRA to invest in a Pipeline direct participation opportunity:
- Contact our Partner Relations Department for a list of projects we’re offering.
- Choose a project you’d like to invest in.
- Complete our PPM, subscription agreement, and accredited investor verification forms.
- Once those forms are complete, send them to your IRA custodian and request that your investment be sent to Pipeline.
- Income you receive from your investment will be sent to your IRA custodian and deposited into your IRA account.