Account Options
Transform Invesment Possibilities into Reality
Select the Self-Directed IRA Account options that align with your interests and needs
As a Self-Directed IRA investor, you can leverage your personal expertise, interests and business experience to create successful alternative investment strategies in areas like real estate or private equity. Regardless of your investment path, we offer a variety of IRS-compliant account options to support your goals.
Individual Retirement
When opening an individual Self-Directed IRA, you need to select the right plan based on your situation and goals
Traditional IRA
Ideal for individuals who exceed the maximum income level to contribute to a Roth IRA, or for those who wish to deduct contributions.
Roth IRA
This account allows you to contribute a specified amount of after-tax income every year. After age 59.5, your earnings on the account are tax-free.
Rollover IRA
Ideal for individuals who wish to broaden their investment options beyond the options offered within an old employer-sponsored plan.
Inherited IRA
Ideal for individuals who are the beneficiary of a Traditional, Rollover, Roth, SEP or SIMPLE IRA.
Coverdell Education Savings Account (CESA)
A tax-deferred savings account for parents or guardians who want to save for education expenses.
Health Savings Account
Paired with a high-deductible health plan, the HSA is a tax-free savings account for medical expenses, including long-term care.
Small Business Retirement
When opening an individual Self-Directed IRA, you need to select the right plan based on your situation and goals.
Individual 401k
A tax-deferred retirement plan that offers self-employed individuals and spouses the maximum retirement savings along with a Roth 401(k) option.
A tax-deferred retirement plan that allows you to make discretionary contributions for yourself and employees.
Simplified Employee Pension (SEP) IRA Plan
Simple IRA Plan
Ideal for employers with 100 or fewer employees who want to make pre-tax employee contributions.
Free Strategy Session
Are you ready to take the next step with a self-directed IRA?
A free strategy session with our team includes a review of your questions, retirement goals and self-directed IRA account options.
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