My Self-Directed IRA
Take full control over your retirement to build a brighter financial future.
A Self-Directed IRA is the perfect fit for individuals seeking a broad range of investment options to maximize their retirement potential.
STEP 01
Open Your
Account
Establish a Self-Directed account that meets your unique financial needs.
STEP 02
Fund Your
Account
Transfer or Rollover old or non-performing retirement assets.
STEP 03
Start
Investing
Enjoy investment freedom with a truly self-directed retirement account.
Explore the benefits of a Self-Directed IRA.
Self-Directed IRAs give you the control and flexibility to meet your investment goals and build the retirement you want.
Pool investment capital and funding seamlessly.
A Self-Directed IRA makes it easy to combine funding and assets through one or more methods to maximize your investment capital.
We have the right type of account to fit your individual needs.
Self-Directed IRAs provide individuals with unique tax-advantaged benefits giving you more control over your financial future.
Frequently Asked Self-Directed Questions.
We find that educated individuals make the best investors. To that end, we’ve listed a few of the most frequently asked self-directed questions.
IRS regulations prohibit IRA investments in life insurance and collectibles such as artwork, rugs, antiques, metals (there are exceptions for certain kinds of bullion), gems, stamps, coins (there are exceptions to certain coins minted by the U.S. Treasury), alcoholic beverages, certain other tangible personal property, and S-Corporations. Please visit www.irs.gov for more information on Prohibited Investments.
Generally, a “disqualified person” includes, but is not limited to:
- Yourself
- Your spouse
- Your lineal ascendants and descendants
- The spouse of a lineal descendant
- Any entity that is owned 50% or more by disqualified persons
- An entity that is controlled 50% or more by disqualified persons
In the self-directed world, your IRA account is buying the property and not you as an individual. Therefore, assets should be titled as follows:
“Custodian FBO: (Account holder name and Account Type)”
All documents related to the purchase of an asset, such as the contract/purchase agreement, title commitment/insurance, liability insurance, etc. must be titled accordingly.
It's your future. Build a retirement that works for you.
A Self-Directed IRA is the perfect fit for individuals seeking a broad range of investment options to maximize their retirement potential.
We are dedicated to creating access to alternative assets through Checkbook IRAs and Checkbook Solo 401(k)s.
