SELLING AN INVESTMENT FAQ

SELL REAL ESTATE

What documents must be submitted to sell the property currently held within my Self-Directed IRA?

You will need to submit a completed and executed Sell Direction Letter – Real Estate to Vantage. A Vantage IRA Specialist will then provide you with a list of additional documents that will need to be received in good order to process the sale. Vantage clients should title the contract and all other supporting escrow instructions: Vantage FBO (Client’s Name) IRA.

What fees are associated with selling the property held within my Self-Directed IRA?

There is a $125 transaction fee to sell real estate within your Self-Directed IRA regardless of the value of the asset sold. A detailed overview of all account fees can be found in the Fee Schedule.

How long will it take to complete the sale of the property?

Once Vantage has received the Sell Direction Letter – Real Estate and all supporting title documents in good order, your sell request will be completed within 2 business days. You can expect to receive an email confirmation once your request has been processed.

How should the ownership of the seller be vested on the title documentation?

Any real estate sale being made within your Vantage Self-Directed IRA should be titled as follows: Vantage FBO (client name) IRA.

SELL INTEREST IN A PRIVATE COMPANY

What documents must be submitted to sell the interest of my IRA private company investment?

You will need to submit a completed and executed Sell Direction Letter – Private Company to Vantage.

What fees are associated with the sale of my IRA private company investment?

There is a $125 transaction fee to sell private company shares/units within your Self-Directed IRA regardless of the asset’s value. A detailed overview of all account fees can be found in the Fee Schedule.

How long will it take to complete the sale of my IRA private company investment?

Once Vantage has received the Sell Direction Letter – Private Company and all supporting subscription documents in good order, your sell request will be completed within 2 business days. You can expect to receive an email confirmation once your request has been processed.

SELL ALL OR PART OF A CHECKBOOK IRA LLC

What documents must be submitted to sell all or part of my checkbook IRA LLC?

You will need to submit a completed and executed Sell Direction Letter – Private Company to Vantage.

What fees are associated with the sale of my checkbook IRA LLC?

There is a $125 transaction fee to sell IRA LLC shares/units within your Self-Directed IRA regardless of the asset purchase value. A detailed overview of all account fees can be found in the Fee Schedule.

How long will it take to complete the sale of my checkbook IRA LLC?

SELL A PROMISSORY NOTE OR DEED OF TRUST

What documents must be submitted to sell a portion or all of a promissory note or deed of trust held within my Self-Directed IRA?

You will need to submit a completed and executed Sell Direction Letter – Secured or Unsecured Note or Note Update Form to Vantage. A Vantage IRA Specialist will then provide you with a list of additional documents that will need to be received in good order to process the sale.

What fees are associated with the sale of a promissory note or deed of trust?

There is a $125 transaction fee to process the sale of a note from your Self-Directed IRA regardless of the note’s value. A detailed overview of all account fees can be found in the Fee Schedule.

How long will it take to complete the sale of a promissory note or deed of trust?

Once Vantage has received the Sell Direction Letter – Secured or Unsecured Note or Note Update Form with all supporting loan documents in good order, your request will be completed within 2 business days. You can expect to receive an email confirmation once your request has been processed.

SELL PRECIOUS METALS

What documents must be submitted to sell the precious metals held within my Self-Directed IRA?

You will need to submit a completed and executed Sell Direction Letter – Precious Metals to Vantage. A Vantage Self-Directed IRA Specialist will then work with your precious metals broker to process the sale.

What fees are associated with the sale of precious metals?

There is a $75 transaction fee to sell precious metals within your Self-Directed IRA. Depending on your broker, shipping fees may also apply. A detailed overview of all account fees can be found in the Fee Schedule.

How long will it take to complete the sale of precious metals?

Once Vantage has received the Sell Direction Letter – Precious Metals in good order, your request will be completed within 2 business days. You can expect to receive an email confirmation once your request has been processed.

Can I transfer the metals held with Vantage to another custodian without selling them first?

Yes, as long as the new custodian allows for precious metals.

SELL FOREIGN CURRENCY

What documents must be submitted to sell the foreign currency held within my Self-Directed IRA?

You will need to submit a completed and executed Sell Direction Letter – Private Company to Vantage. Depending on your foreign currency provider, a Vantage IRA Specialist will provide you with a list of additional documents that will need to be received in good order to process the sale.

What fees are associated with the sale of foreign currency from my Self-Directed IRA?

There is a $125 transaction fee to sell foreign currency within your Self-Directed IRA. Depending on your broker, shipping fees may also apply. A detailed overview of all account fees can be found in the Fee Schedule.

How long will it take to complete the sale of the foreign currency from my Self-Directed IRA?

Once Vantage has received the Sell Direction Letter – Private Company in good order, your request will be completed within 2 business days. You can expect to receive an email confirmation once your request has been processed.