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.

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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.

Multiple Account Options

We make it easy for you to choose the right type of account to fit your unique financial goals and objectives.

Flexible Investment Choices

Enjoy the freedom to buy and manage your own investment decisions in virtually any asset class.

Tax-Advantaged Growth

Accelerate your retirement potential while leveraging the benefits of tax-deferred or tax-free growth.

Invaluable Support

Our retirement specialists will help guide you through every step of the Self-Directed investment process.

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.

Old Employer Plans

Utilize assets from old 401(k), 403(b), or other Employer Sponsored Plans.

New IRA Contributions

Maximize your investment potential through annual retirement plan contributions.

IRA-to-IRA Transfers

Move retirement assets between two accounts of the same type.
(E.g. Roth -> Roth)

Plan Rollovers

Easily roll over assets from non-performing retirement accounts
to build 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.

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Traditional IRA

The most common type of individual retirement plan that boasts tax-deferred growth and tax deductible contributions for qualifying individuals.

SEP IRA

Typically used by self-employed individuals and small businesses who are looking for larger annual contribution limits than other retirement plans.

Roth IRA

An individual retirement account to which you contribute after-tax dollars with the potential for tax-free plan withdrawals and no required minimum distributions.

SIMPLE IRA

Ideally suited for business owners looking for a simplified method to contribute toward their employees’ retirement as well as their own.

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.

Q. Are there any investments that are off limits?

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.

Q. Who is considered a Disqualified Person?

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

Q. How should investments made with a Self-Directed IRA be titled?

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.