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Chart your path to investment freedom — plan choices, investment options, and IRS rules, explained plainly.
41 articles·7 topics
Dive into core concepts about self-directed plans with our organized topic hubs.
Self-directed retirement plans give you the opportunity to take control of your tax-sheltered savings, pursue true diversification, and invest in the asset classes you know best like real estate, private lending, or venture capital. Start here to ...
Explore topicWe offer three plan formats built to put you in control of your retirement savings. Choosing the right plan for your individual needs depends on factors like how you want to invest, your current retirement account types, the nature of your ...
Explore topicSelf-directed IRAs and Solo 401(k)s give you two powerful advantages: tax-sheltered growth and complete investment control. In exchange for substantial tax benefits, your retirement account must serve one purpose exclusively, which is saving for your ...
Explore topicGo deeper on the parts that apply to your plan.
You can fund your self-directed IRA or Solo 401(k) with rollovers from other accounts in your name or new contributions. Moving funds from another plan is the same as with any conventional retirement account, with different processes depending on the ...
ExploreTaking money out of your self-directed retirement plan follows the same rules as any IRA or 401(k). What's different is the mechanics, and one option most conventional account holders never get: distributing an asset itself, such as deeding a rental ...
ExploreRoth accounts flip the usual tax logic. You contribute after-tax dollars, and qualified growth and withdrawals come out tax-free. In a self-directed Roth IRA or Roth Solo 401(k), that tax-free treatment extends to whatever the account holds, ...
ExploreYou name beneficiaries for your self-directed IRA or Solo 401(k) the same way you would with any retirement account. Handling administrative succession is a different matter. When your account holds an LLC, or trust with a portfolio of alternative ...
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