Self-Directed IRA

A Self-Directed IRA is like any other retirement account, except you can invest in alternative assets beyond standard stocks, bonds, and mutual funds. Some popular investments include real estate, private equity, crowdfunding, startups, promissory notes, and more.

Yes! If you prefer to pay your taxes upfront and receive tax-free profits, a Self-Directed Roth IRA is the choice for you. With a Self-Directed Roth IRA there is no need to make required minimum distributions (RMDs), allowing you to pass down your tax-free funds to your heirs. 

The IRS requires all retirement accounts to be held by a custodian or a trust to maintain its tax-deferred or tax-free status. Custodians are financial institutions that hold custody of the retirement account’s investments for safekeeping and adhere to all IRS regulations that govern Self-Directed IRAs. The custodian will also make sure wiring instructions and investment documents are filled out correctly, listing the Self-Directed IRA as the investor.