Distribution Reinvestment Plan
and
Individual Retirement Accounts
Investors may increase their annual earnings by reinvesting their distributions when they elect to purchase additional Units of Interests rather than receive a monthly check. This has the effect of compounding earnings monthly. If desired, the investor may receive monthly distributions on a portion of their investment account and additional Units of Interest on the balance. Investors may easily change their election at any time with a call or email to our office.
The Distribution Reinvestment Program is particularly beneficial to IRAs, where investors cannot receive distributions anyway and maximum return on investment is paramount. The investor’s IRA must be in a Self-Directed IRA account. Most custodians already have a Self-Directed IRA program and a transfer of account assets is a simple matter. The Grace Fund Investor Relations Department works with several Self-Directed IRA custodians and will be happy to assist IRA investors whose custodians do not have a program.
IRA CUSTODIAN/TRUSTEE
Sterling Trust
IRA Specialist
National Representative
7901 Fishpond Road
Waco, TX 76710
(800) 955-3434 X 5213
www.sterling-trust.com
IRA Services
Michael McNair, Director
Investor Services
1160 Industrial Road, Suite 1
San Carlos, CA 94070
800-248-8447
www.iraservices.com |
Equity Trust Company
IRA Specialist
225 Burns Road
Elyria, OH 44036
(877) 693-8209 Ext. 168
www.trustetc.com
Pensco Trust Company
IRA Specialist
450 Sansome Street, 14th Floor
San Francisco, CA 94126
(800) 969-4472 Ext. 5628
www.penscotrust.com
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THE INFORMATION PRESENTED HEREIN DOES NOT CONSTITUTE
AN OFFERING AND IS AUTHORIZED FOR USE ONLY WHEN ACCOMPANIED
OR PRECEDED BY A PRIVATE PLACEMENT MEMORANDUM. THE
INFORMATION SET FORTH HEREIN IS QUALIFIED IN ITS ENTIRETY BY THE PRIVATE PLACEMENT MEMORANDUM AND ITS SUPPLEMENTS.
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