How to Use Your IRA to Fund Patriot Energy’s Oil & Gas Investments

Take Advantage of Tax-Deferred Oil and Gas Investing By Using Your Self-Directed IRA

Patriot Energy is an authorized Oil & Gas Investment Company for self-directed IRA’s.

Advanta IRA Trust, LLC approved Patriot Energy’s Direct Working Interests for inclusion in self-directed IRA plans.

Patriot Energy will assist you in contacting our account manager, Brandon Hall.  His team will work with you to open an IRA account with Advanta, which will then allow you to fund your Patriot Energy Direct Working Interest investment with tax-deferred dollars.

Advanta IRA Trust, LLC
New Account Contact: Brandon Hall
239-333-1031 x153

1520 Royal Palm Square Blvd
Suite 320
Ft. Myers, FL 33919

Invest in Oil and Gas Working Interests Using Your IRA

Here’s How It Works

  1. Select and commit to a Patriot Energy drilling project.
  2. Open a new IRA with Advanta IRA Trust, LLC – Contribute to the account by rollover/transfer funds from an existing IRA.
  3. Complete and submit the General Direction of Investment (DOI) form to Advanta IRA Trust, LLC – Send supporting documentation for the Patriot Energy project.
    – This is a signed document.
  4. Investment Funds are then forwarded to Patriot Energy by Advanta IRA Trust, LLC.


White Paper

Shortly after Edwin Drake drilled the first producing oil well near Titusville, Pennsylvania in 1859, modern society has become dependent on the many products and byproducts that black liquid has afforded not only our society, but everyone around the world.  So dependent on it are we that even in 2006, President George Bush, himself a former oilman and born into a family that was successful in oil prior to politics, echoed that famous quote that “America is addicted to oil, which is often imported from unstable parts of the world.”

Today, there are over 6,000 derivatives made from petroleum products.  Things you use every day, from your cell phone, to the tires you drive on, make-up, fertilizers, surf boards, cameras and even modern-day eyeglasses are all made possible because of crude oil.  Yes, if you look around your life and consider what comes from crude oil byproducts, we are indeed addicted to oil.

Global Demand For Oil

As oil supplies continue to shrink due to depletion, world-wide oil demand continues to increase.  This is what President Bush was referring to, as he announced initiatives to develop other forms of energy.  However, over the last 50-years, every U.S. President has called for development of energy sources that could one day provide the same benefits as crude oil, and for 50-years, very little relative progress has been made toward its development.  Today, in a best-case scenario of the state of California, wind and solar power only account for 10-percent of the state’s electricity needs, and there is no replacement on the horizon for jet fuel and the other petroleum byproducts aforementioned.

Currently, the world requires just under 90-million barrels of oil to operate at current capacity.  The 12-member OPEC countries provide one-third of that demand.  America is now providing just over 10-percent, a sharp increase over the timeframe when President Bush delivered his famous “addicted” speech.

ExxonMobil, the world’s largest and best-positioned oil major, in their Outlook For Energy: A View to 2040, projects there will be a 35-percent increase in the demand for crude oil as the middle class swells to more than 5-billion people by 2030, mostly in developing countries.  Clearly, there’s no doubt what the macro-trend is:  A worldwide requirement for more oil.  Addicted.

Investment Options For Oil and Gas

As the demand for oil continues to grow, you now have the unique opportunity to invest in oil and gas through your self-directed IRA.  Within a tax-deferred environment, this could be a perfect way to increase the overall yield of your IRA portfolio, by applying a portion of it to oil and gas.  Bond yields remain at all-time lows and many investors have found it difficult to make money in stocks.  For this reason, savvy investors are turning to oil and gas investments inside their IRAs to help maximize yields.

Tax Incentives for Oil and Gas

In the 1990 Tax Act, signed into law by President George H.W. Bush, Congress provided tax incentives for individual investors who invest in oil and gas development.  Congress and the President had a specific purpose:  To stimulate more domestic production.  This was long before horizontal drilling combined with hydraulic fracturing changed the landscape of America’s future as a major supplier of the world’s oil demand.

Obviously, tax advantages are not the main reason to invest in oil and gas; they are an added benefit.  The primary reason is the potential for steady monthly income over time.

Tax-Deferred Benefits of Self-Directed IRAs

Advanta IRA Trust, LLC has partnered with Patriot Energy to provide oil and gas investments through self-directed IRAs.  Many of our clients are intrigued by the idea of allocating a portion of their IRA to oil and gas investing.

Stock market returns have been anemic lately and bond yields are unremarkable.  Adding the potential gains of oil and gas revenue through working interests purchased through an IRA can have a double benefit.  Not only are the gains tax deferred, but portfolio yields have the potential to increase substantially over the alternatives.   Oil and gas investments can hedge against inflation, while providing an excellent source of income and profit over a long period of time.

Investing with Patriot Energy is just a click away.  Contact us for more information and to see if you qualify to invest.