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Roth Academy

Self-Directed IRAs & 401(k)s

Own Your
Next Move.

Put your retirement money to work in opportunities you understand. Explore self-directed IRAs and 401(k)s with a team to help you get started.

Open a PlanSee What's Possible
Self-directed plansAdvanced structuresKnowledge with purposeA team behind the work

Think Outside the Usual Menu

Invest in the
World You Know.

Use your retirement accounts to invest in opportunities you understand: from real estate to private lending and beyond.

Same Principles.
A Wider World.

Investment availability depends on the account, provider, and applicable rules. The academy does not recommend or custody investments.

Your Pathway

Where Do You Start?

Two ways to put your retirement goals in motion.

The Roth Academy Standard

Expertise Should
Lead Somewhere.

Useful knowledge. A defined engagement. People who follow through. That is how a serious idea becomes organized work.

  1. 01

    Choose Your Plan

    Tell us your goals and we'll confirm whether a self-directed 401(k) or IRA fits.

  2. 02

    Complete Your Setup

    Sign your paperwork and get your account established with our team's help.

  3. 03

    Fund Your Account

    Move or roll over funds into your new account, ready to invest in what you understand.

See how we work

A Team Behind Your Next Move

Real Help,
From Setup to Funding.

Roth Academy was built to give self-directed retirement planning the follow-through it deserves: a team that stays with you, not just a form to fill out.

About Roth Academy

Setup Assistance

Your team handles the paperwork and account details, start to finish.

Clear Next Steps

You always know what happens next and what's needed from you.

Ongoing Client Resources

Support, documentation, and the Tax Academy client experience continue after setup.

Ideas for a Brighter Tomorrow

Know More.
Move With Purpose.

Explore the library

Before your next move

Good Questions.
Clear Answers.

A More Independent Tomorrow

Ready to Put Your Retirement Plans in Motion?

Your goals deserve more than a standard plan. Open a plan and put your retirement money to work.

Open a PlanAsk a Question