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Self-directing has never been easier

The smart way to invest your IRA or 401(k) in alternative assets.

IRA Financial App

3 Self-Directed Retirement Plans

Self-Directed IRA Plan

Self-Directed IRA

Gain the freedom to invest in a wider range of investments (like real estate) tax free. Learn More

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Solo 401(k) Plan

Solo 401(k)

Make contributions up to $63,500. Invest in alternative assets without a custodian. Learn More

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ROBS Solution

ROBS Solution

Start or fund a business and invest in yourself while you save for your retirement. Learn More

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Capital One Partnership

Never step foot in a bank

Our partnership with Capital One bank allows us to open your account with no wiring fees or minimum balance requirement. No need to sign paperwork or go to a bank—we take care of everything.

How We’re Different

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Experience

Our tax and ERISA experts have helped over 16,000 clients invest $4.6 billion in alternative assets.

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Prestige

Our founder, Adam Bergman, is the author of seven books on self-directed retirement plans.

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Dedicated Support

A specialist will work one-on-one with you to establish a Self-Directed IRA, Solo 401(k) or ROBS.

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Did You Know?

A self-directed retirement plan can be either checkbook controlled or custodian controlled. Which works best for you will depend on what you need and what you want to do with your funds. Both traditional and alternative investments are possible and the options are practically endless.