Let AI Pick Your Perfect Self-Directed Solution!

Custodian Control IRA vs. Checkbook Control

Custodian Control IRA

There’s a major difference between a Custodian Control IRA and one with Checkbook Control. Though many financial institutions offer Self Directed IRA plans, most are custodian controlled. Basically, this means you need your custodian’s permission to make any investment. To be truly self-directed, you must have total control of your investment decisions. You achieve this […]

Self-Directed IRA FAQs

self-directed ira faqs

Review the Self-Directed IRA FAQs to gain insight on the retirement plan, including checkbook control, permitted investments and prohibited investments.

Self-Directed IRA with Checkbook Control

Checkbook Control IRA

IRA Financial Trust Company is one of the few IRA Custodians in the country that specializes in establishing Self-Directed IRA (SDIRA) with Checkbook Control accounts. These accounts are often known as a Checkbook Control IRA. What is a Self-Directed IRA LLC with Checkbook Control? A Self-Directed IRA LLC is a type of IRA (Individual Retirement […]

SIMPLE IRA Plan In a Nutshell

SIMPLE IRA

A Self-Directed IRA is a type of IRA structure that allows the IRA holder (you) to have more control over your retirement funds. Unknown to some, not all Self-Directed IRAs are the same. The IRS allows you to use your Individual Retirement Account to make traditional investments. This includes stocks, bonds and mutual funds. Fewer […]

SEP IRA Self-Directed Plan in a Nutshell

SEP IRA

SEP IRA  A Self-Directed IRA is a type of IRA structure that allows the IRA holder (you) to control over your retirement funds. But did you know that not all Self-Directed IRAs are the same? Most individuals know the IRS allows you to use your IRA to make traditional investments, such as stocks and mutual […]

Self-Directed Roth IRA in A Nutshell

Self-Directed Roth IRA

Self-Directed Roth IRA A Self-Directed IRA is a type of IRA (individual retirement account) structure that allows the IRA holder (you) to have more control over your retirement funds. A Self-Directed IRA allows you to diversify your investments. In general, traditional IRAs only allow the IRA holder to invest in traditional stocks. These include stocks, […]

The Self-Directed IRA – Traditional IRA

Traditional IRA

The Traditional IRA is the retirement account most Americans know about. A self-directed IRA, on the other hand, is like a traditional IRA, but with more investment opportunities. Self-direct your traditional IRA today.