Retirement (IRA’s)

You may be one of our many investors purchasing HIS Fund Promissory Notes on an after-tax basis. You can take advantage of the tax savings associated with Roth and Traditional IRA’s.  Assemblies of God Credit Union (AGCU) is the custodian of choice for investors who desire to purchase HIS Fund Notes for their self-directed IRA’s. This will allow you to build your retirement income and at the same time know that your investment is working to build the Church of our Lord Jesus Christ by supporting the loan fund program of HIS Fund.

Investing through an IRA

Eligible investors in the Notes (unsecured debt securities) of Heritage Investment Services Fund, Inc. (HIS Fund) may also invest through a self-directed Individual Retirement Account (IRA). See the HIS Fund Prospectus for information on the terms of the Notes.

Assemblies of God Credit Union is based in Springfield, MO is the financial institution chosen to hold HIS Fund Notes in self-directed IRAs for which it is custodian. You can find out information about AGCU at its website https://agcu.org/. If you would like an information packet on establishing an IRA with AGCU so that you can invest in HIS Fund Notes though your IRA, you may contact the HIS Fund office request that it be mailed to you.

HIS Fund is a 501(c)(3) nonprofit corporation and is not affiliated with Assemblies of God Credit Union (AGCU) in any way. Any information provided about AGCU is solely the responsibility of AGCU. HIS Fund disclaims any responsibility for compliance with IRA regulations, which is solely the responsibility of the IRA custodian and account holder.