Self-Directed IRAs

A truly self-directed IRA allows you to invest in non-traditional investments. Many people do not realize that since 1974, the IRS allows the public to control their own investments. All income derived from your investments grows within your IRA tax-free until time for distribution.

As millions of baby boomers reach retirement, pensions continue to diminish, and Social Security remains unreliable, investors are beginning to take control of their investments and their financial futures.


Types of Accounts That You Can Self-Direct

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Coverdell Education Savings Account (ESA)
  • Individual (k)
  • Health Savings Account (HSA)
  • Defined Benefit Plans
  • Defined Contributions Plans


Funding a Self-Directed IRA

  • Transfer from previous employer 401(k) plan
  • In-service distribution from current 401(k) plan (if allowed by plan)
  • Transfer from a defined benefit (DB) or profit sharing plan
  • Rollover from existing IRA accounts
  • Establish and contribute to a new IRA account
  • Catch-up provisions