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How to Get Started

Important Factors to Consider

It is important that you understand what you should know, look for, and ask of any potential Self-Directed IRA provider before investing.

Are You a Small Business Owner?

Whether you know it or not, you may be eligible for government-sponsored small business retirement plans such as a Solo 401(k), SEP or SIMPLE IRA. Being an investor could qualify you as self-employed, a sole proprietor or even as your own small business. To see if you qualify, please contact a Senior Account Executive at 855-673-4721.

CHECK ELIGIBILITY REQUIREMENTS

Working with a Custodian

Not all IRA providers are the same. Before you open your account know the differences between a facilitator and promoter versus a custodian and get answers to important questions.

View the Questions

Rules & Regulations

Gain insights and awareness into the IRS rules and guidelines for your tax-advantaged account before investing to avoid a mistake or error that could result in penalties or the forced distribution of assets.

Learn More