Accelerate Your Portfolio with
Energy Ownership
Eckard has spent four decades helping qualified investors access quality direct ownership opportunities in the oil and gas sector.
What can Energy Ownership do for IRA Holders?
Through years of experience working with high-net-worth investors, we’ve found that mineral rights are particularly well-suited for self-directed IRAs. The combination of passive income generation, tax advantages, and long-term wealth-building potential aligns naturally with retirement planning goals. Many of our clients have successfully used this strategy to strengthen their financial futures while gaining exposure to an asset class that complements traditional retirement investments.
Tax Advantaged Income
Royalty payments and lease bonuses from mineral rights flow directly into your self-directed IRA, where they grow tax-deferred in a traditional IRA or tax-free in a Roth IRA. This means you can reinvest the income without the drag of annual taxes, allowing your retirement savings to compound more efficiently over time.
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Passive Wealth Building
Mineral rights generate income without requiring active management on your part. Once the rights are held in your IRA, operators handle exploration and production while royalty checks arrive regularly. This passive income stream can continue for years or even decades, building wealth in your retirement account while you focus on other pursuits.
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Portfolio Diversification
Adding mineral rights to your retirement portfolio provides exposure to the energy and natural resources sector, which often moves independently of traditional stock and bond markets. This diversification can help reduce overall portfolio volatility and provide a hedge against inflation, since commodity prices and energy demand typically rise during inflationary periods.
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Over the past five years, Eckard has reshaped the way people think about energy investing.
Eckard’s long history in the oil and gas industry has allowed us to take advantage of a market that was sorely lacking in expertise, trustworthiness, and transparency. We aren’t just an investment firm offering the next “deal” to whoever is trying to make a quick buck. We’re a family-owned energy company that is passionate about our industry and bringing unrivaled ownership opportunities to qualified investors.
Unmatched Tax Advantages
Oil and gas investments offer tax benefits that are difficult to find elsewhere in the investment landscape.
Immediate Deductions
Working interest investors can potentially deduct 65-80% of their investment in the first year through IDC deductions, providing immediate tax relief for high-income clients.
Percentage Depletion
The 15% depletion allowance is one of the few remaining tax shelters that can continue indefinitely, even after the initial investment is fully recovered.
No Alternative Minimum Tax
Unlike many other tax preference items, oil and gas deductions are not subject to AMT limitations, preserving their full value.
Offset Ordinary Income
Working interest deductions can offset wages, business income, and other ordinary income sources, not just passive income.
Lease Bonus Income
For mineral rights owners, lease bonuses may qualify for favorable tax treatment and can be offset by the depletion allowance.
Capital Gains Potential
Appreciation in mineral rights value or successful working interests may be sold at favorable long-term capital gains rates after appropriate holding periods.
Ultimate Guide to Oil & Gas Investing
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Opportunities We Offer
Eckard provides ownership opportunities in two main energy asset classes: working interest & mineral rights.
Working Interest
A working interest in oil and gas is a direct ownership interest in the operations and production of a well. The risk level is higher than mineral ownership — but working interest owners receive substantial tax benefits and potential for major returns.
Intangible Drilling Costs (IDCs) are up to 100% deductible first year. These costs make up 70-85% of the total investment!
A $100,000 investment where 70% qualifies as IDCs results in a $70,000 deduction. At a 35% tax rate, this translates to $24,500 in tax savings.
Working interest investments boast significant return potential when successful wells are drilled. These investments are only suited for accredited investors.
Mineral Rights
Owning mineral rights is like owning real estate flipped upside down. You own real property that pays monthly royalties from oil and gas production — without any of the liabilities or expenses associated with traditional real estate. Go from property taxes to production by becoming a mineral rights owner.
The most passive income source available — no cash calls, maintenance costs, mortgages, or operating expenses to deal with.
Owners are paid every single month by billion-dollar oil companies. After the initial investment, all you do is collect royalties.
The value of mineral rights is often multiplied over time when new wells are drilled and new formations are developed.
