Strategies

Self-directed IRAs, section 1031 tax exchanges, working interest tax deferrals — Learn different methods and approaches to maximizing energy asset ownership.

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1031 Exchanges
& Mineral Rights

Mineral rights and other oil & gas assets are eligible for section 1031 tax exchanges.

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Owning Oil & Gas in a Self-Directed IRA

Oil & gas assets can be a valuable aspect of successful retirement planning.

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Working Interest
& Taxes

One of the main draws of working interest ownership is the tax treatment.

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Remember, consult your CPA or tax advisor 
about your specific situation.

Everyone’s situation is different. We are not financial advisors, we simply want to make qualified, accredited individuals aware of the opportunities oil & gas has to offer.

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Want to Learn More?

A member of our wealth management team would be happy to walk you through what we do in detail and provide any additional information you’d like to know.

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