Self-Directed Retirement Plan Services
Take control of your retirement with our expert guidance for self-directed IRAs, 401(k)s, and other retirement accounts.
Take Control of Your Retirement
Self-directed retirement accounts offer you the freedom to invest in a broader range of assets beyond traditional stocks and bonds.
Self-Directed IRA (SDIRA) or Self-Directed 401k (SD401k) accounts typically offer a broader, or more specific, selection of investment options which is typically not available through a regular IRA or 401k account. Our team provides comprehensive guidance to help you navigate these options and make informed decisions.
- Traditional, Roth, SEP, or SIMPLE IRA accounts
- Solo 401(k) plan accounts
- Alternative asset investments
- Real estate, precious metals, and more
Our SDRP Services
We provide comprehensive support for self-directed retirement plans, helping you maximize your investment potential.
We analyze the type of IRA (Traditional/Roth/SIMPLE/SEP) that best suits your requirements and help you set up your account with the appropriate custodian.
- Account type analysis and selection
- Custodian selection and account setup
- Contribution guidance and assistance
We guide IRA holders on DOs & DON'Ts and periodically review their accounts to help them remain qualified to enjoy tax savings/deferment.
- Regulatory compliance guidance
- Prohibited transaction education
- Regular account reviews
We provide ongoing investment advice, based on your individual goals, objectives, time horizon, and risk tolerance.
- Personalized investment strategy
- Asset allocation guidance
- Regular portfolio monitoring
We provide end-to-end investment process support, from entity formation to investment execution and reporting.
- IRA LLC formation assistance
- Investment opportunity education
- Periodic valuation and reporting
- Year-round support
Investment Options
Self-directed retirement accounts allow you to invest in a wide range of alternative assets beyond traditional stocks and bonds.
Residential and commercial properties, raw land, REITs, and real estate notes
Gold, silver, platinum, and palladium in the form of coins or bullion
Private company stock, startup investments, and venture capital
Private notes, mortgages, and other debt instruments
Cryptocurrency, tokenized assets, and blockchain investments
Tax liens, equipment leasing, commodities, and more
Ready to Take Control of Your Retirement?
Schedule a complimentary consultation with one of our financial advisors to discuss how self-directed retirement plans can help you achieve your financial goals.