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Self-Directed IRA

Grow your wealth tax free. Invest in alternative assets like real estate and cryptocurrencies.

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2 Great Self-Directed Solutions

checkbook controlled plan

Self-Directed IRA LLC

A special purpose limited liability company (LLC) is established with the Checkbook Control IRA LLC solution. As manager, make alternative investments on behalf of your IRA through a local bank. Learn more

custodian controlled plan

Self-Directed IRA

Invest in alternative assets, such as real estate, with your IRA. Diversify your retirement portfolio and invest in assets you know and trust. Learn more

phone app home

Do everything on our app

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1. Open an account

Sign up in minutes with our app and open a self-directed account or call us at 800-472-1043.

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2. Roll over funds

Perform a no-hassle and tax-free transfer or rollover of your retirement funds.

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3. Invest

Invest in alternative assets like real estate and much more on your own.

We want to work with you

Individual, institution, or advisor—we’ll handle all your IRA or 401(k) alternative asset custody needs.

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We Handle Everything

We open your self-directed bank account, handle all IRS reporting, and offer annual IRS compliance services.

Simple Pricing

Our self-directed plans have no account value fees, account management fees, or minimum balance requirement.

For Institutions & Advisors

Gain online access to client accounts and generate fees from your clients’ investments in alternative assets.

SDIRA Info Kit 2023

Download our info kit to learn more about the Self-Directed IRA

Robust, easy to read, and updated for 2024. This guide is your one-stop shop for all the most important questions about the Self-Directed IRA.

Our fees

Our fees are simple and transparent.

What you can invest in

With a self-directed account, you can make almost any type of investment and generate tax-free gains.