Alternative investment opportunities and

Investing With Your IRA

Using a truly self-directed IRA, you can invest in just about anything, including mineral and royalty interests. A self-directed IRA is an investment retirement account used primarily for investing in alternative investment opportunities not allowed by most IRA custodians. These alternative options include, but are not limited to, oil and gas mineral rights and royalty properties.

What is a self-directed IRA?

A self-directed IRA is technically the same as any other IRA or 401k account. Individual Retirement Accounts were created by the government in 1974 to give investors a way to maximize growth by leveraging the power of compound interest in a tax-deferred or tax-free environment.  Self-directed IRAs are distinctive because they allow investments in royalty properties, which are considered real property. While the majority of IRA custodians only allow investments in mutual funds, stocks, CDs, and bonds, a truly self-directed IRA custodian will allow additional types of investments not approved by traditional IRA custodians.

With over 100 collective years of experience in the oil patch, Royal Mesa’s acquisitions team enjoys deep, long-term relationships in the most active fields in the U.S., driving significant amounts of deal flow.

How do self-directed IRAs work?

Royalty investing with a self-directed IRA is similar to investing outside of an IRA, with a few minor differences. Here is a basic overview of the steps involved in purchasing royalties with an IRA:

  1. Open up your IRA with a self-directed IRA custodian and add funds by depositing cash or rolling over funds from an existing retirement savings account.
  2. Select your preferred royalty investment and request forms needed for purchase from the seller.
  3. Since you and your IRA are separate entities, you will want to title the investment in the name of your IRA rather than your name personally. Confirm the correct title of your IRA with your IRA custodian before purchasing the investment.
  4. Purchase the investment by filling out the necessary form to send funds from your IRA to the seller. Your IRA custodian will retain important records related to the investment to ensure their safety.
  5. Once your IRA owns the investment, all profits go through the IRA, allowing you to manage the investment.

If you decide to sell your investment, complete the necessary form(s) to direct your IRA custodian to sell on behalf of your IRA based on the sales terms you have negotiated. Proceeds from the sale will then be returned tax-free or tax-deferred back in to your self-directed IRA.

Educate yourself on royalty investing…

Download Our Free Investing Guide

Get our FREE E-Guide and discover seven things you may not know about Oil & Gas Royalty ownership, including how royalties can play an important part in a well diversified investment portfolio. Accredited Investors Only.

Are royalties a good fit for your portfolio?

Contact Us for a Complementary Consultation

Our experienced team will discuss your current portfolio and help you determine if investing in royalties makes sense for you.

Our Operator Partnerships Include:

Royal Mesa Oil and Gas Royalties with Texaco & Shell
Royal Mesa Oil Royalties with ExxonMobile & ConocoPhillips
Royal Mesa Oil Royalties with Devon & EOG Resources
Royal Mesa Oil Royalties with Anadarka & Penn Virginia
© Copyright - Royal Mesa Minerals

View Royal Mesa Mineral's Reg D filings with the U.S. Securities and Exchange Commission. There are significant risks associated with investing in oil and gas ventures. The information contain throughout this website is for general purposes only and is not a solicitation to buy or an offer to sell any securities. General information on this site is not intended to be used as individual investment or tax advice. Consult your personal tax advisor concerning the current tax laws and their applicability and effect on your personal tax situation.
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