Our offices will be closed Monday, May 25th in observance of Memorial Day. Please note: Call center hours expanded to open at 8:00 am EDT to better serve our clients.
Visit our Coronavirus Resource Center for important updates and resources to help you navigate this time (this resource center also includes information related to the CARES Act and IRS Tax Deadline updates).

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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