For Individual Investors
Give Your Retirement MoneyMore Possibilities.
A self-directed IRA puts your retirement savings to work in the assets you already understand (real estate, private lending, and more) inside an account built for individual investors.
Built for individuals with an existing IRA, a former employer's 401(k), or new contributions to direct toward a wider range of assets.
The Benefits
What Is ASelf-Directed IRA?
A self-directed IRA is an individual retirement account administered under the same IRS rules as any traditional or Roth IRA, held with a custodian that allows a broader range of assets than a typical brokerage IRA.
Instead of a fixed menu of mutual funds and stocks, the account can hold real estate, private lending, precious metals, and other alternative investments, alongside traditional ones.
- Available as Traditional, Roth, or SEP IRA
- No business ownership required to open one
- Checkbook-level control available through certain account structures
- Roll over funds from an old 401(k) or existing IRA
- Annual contributions on top of any rollover
Who It Fits
Built ForIndividual Investors.
- 01
Individual Investors
Anyone with earned income or existing retirement funds to roll over, no business ownership required.
- 02
Existing Account Holders
Investors moving funds from an old 401(k) or an existing IRA into a self-directed account.
- 03
Hands-On Investors
Anyone ready to move beyond a fixed menu of mutual funds and stocks.
Inside The Account
What Your IRACan Hold.
Use your self-directed IRA to invest in opportunities you already understand.
Same Principles.New Possibilities.
Investment availability depends on the account, provider, and applicable rules. The academy does not recommend or custody investments.
What You Get
PackageInclusions.
Everything needed to establish and maintain your self-directed IRA.
- Account setup coordination with a qualified custodian
- Guidance choosing Traditional, Roth, or SEP
- Rollover and transfer guidance
- Team support through setup and your first transaction
The Setup Journey
Get The StartRight.
The proposal confirms the work included in your setup. These are the questions the process is built around.
- 01
Your Starting Point
Review current IRAs and other retirement accounts, the assets you want to explore, and the questions behind the move.
- 02
Provider & Structure
Identify the custodian, account features, and any separately scoped entity work the proposed arrangement requires.
- 03
Funding & Documents
Coordinate the required paperwork and review the proposed transfer or rollover steps with the relevant providers.
- 04
Ready For The Responsibilities
Know who handles records, reporting, custody, and transaction review before putting an idea into motion.
Before Your Next Move
IRA Questions.Answered.
A More Independent Tomorrow
Make It Count.
Your goals deserve more than a standard plan. Open a plan and put your retirement money to work.
- Discipline
- Today
- Freedom
- Tomorrow