Skip to main content

TAX-DEFERRED ACCOUNT

A person in a plaid shirt and cap walks through tall grass in an open field with rolling hills and distant mountains under a blue sky.

Invest With a Tax-Deferred Account

Many Iroquois Valley investors choose to invest through tax-deferred accounts like IRAs and 401(k)s, given the long-term nature of farmland investing. Below is a list of third-party custodians that have been used by investors. This list is provided for your convenience and does not represent an endorsement or recommendation. Custodian fees and policies may change—please contact the provider directly for the most current information.

Custodian Application Fee Annual Fee Transaction Fee Additional Information Contact Information Website
Charles Schwab & Co. Please inquire $250+ Please inquire Please inquire schwab.com/contact-us schwab.com
Fidelity (NFS) $50 $250+ Please inquire Please inquire (866) 755-6372 opt 2, opt 6 fidelity.com
Pershing Please inquire Please inquire Please inquire Please inquire bny.com/pershing/us/en/contact-us bny.com/pershing
Alto IRA None $100–400 $75 Available Here altoira.com/contact altoira.com
Community National Bank $50 $125 $15 Available Here irainfo@cnbcustody.com cnbcustody.com
Equity Trust $50–75 $225+ None Available Here NewAccountsETC@trustetc.com trustetc.com
Forge Trust $0–50 $340 $50 Available Here forgetrust.com/contact-us forgetrust.com
GoldStar Trust $50 $150 None Available Here goldstartrust.com/contact goldstartrust.com
Inspira Financial None $175+ None Available Here alternatives@inspirafinancial.com inspirafinancial.com
IRA Resources $100 $200+ $50+ Available Here forms@iraresources.com iraresources.com
MidAtlantic IRA $50 $200+ $125 Available Here midatlanticira.com/contactus midatlanticira.com
New Direction $30 $390+ $95 Available Here ndtco.com/contact-us ndtco.com
Provident Trust $50+ $395+ None Available Here info@trustprovident.com trustprovident.com
STRATA Trust $50 $400+ $50 Available Here NewInvestments@stratatrust.com stratatrust.com

Stay connected to the progress we're making

A graphic with the text "IA 50® 2026 EMERITUS MANAGER" on a purple background, and "15 YEARS of IA 50" on a green gradient banner at the bottom. Subtle leaf shapes are in the background.
Certified B Corporation

The information contained on this website is not an offer to sell or a solicitation of an offer to buy any security, insurance product or service. Any product or service discussed in this website is intended for and is only appropriate for accredited and institutional investors and other qualified purchasers as determined by current SEC regulations. The information available on this website is for informational purposes only.

(c) 2026 Iroquois Valley Farmland REIT, Public Benefit Corporation 
Privacy Policy | Terms & Conditions | Disclaimer | Accessibility