What is a Self-Directed IRA?

Are you looking for an alternative to the volatile stock market for retirement planning? Is there a specific investment type, business or industry that you know and understand? Do you have an IRA, 401(k) or other retirement fund you’d like to take direct control of?

The Self-Directed IRA may be the answer you are looking for!

Self-Directed IRA BasicsThe IRS Code governing what types of investments can be held within an Individual Retirement Account (IRA) does not specify what can be held within the account but rather what cannot be held. This means that your investment options are nearly infinite.

The most common investments held in a Self-Directed IRA include

The above is by no means a comprehensive list. Other investment options include private REITS and private funds, crowdfunding opportunities and less common investments like timber rights, equipment leases and even cattle!

To get started, contact Client Services today! We are happy to help and can walk you through the account opening and transfer processes.

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