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Step Six: Sell Your Investment
Once you’ve negotiated the sale of your investment with a buyer, you must complete a Sale Direction of Investment form. This form details the terms of the sale, provides the required documentation, and instructs Equity Trust to remove the asset from your IRA in exchange for the proceeds of the sale.
When the time comes to sell your investment, all profits will be returned to the investment account without being taxed, allowing the investor the ability to reinvest into another opportunity.
As you can see in this six-step investment process overview, you must provide direction to your custodian regarding all investment decisions. Although slightly different that investing in alternative assets (like real estate) outside an IRA; the tax advantages make it well worth the extra step for many.
Do you have questions about the IRA investment process? We are here to help!
If you are interested in getting started with an IRA or would like a 1-on-1 conversation to review your account questions, schedule your free consultation today.