Self-directing has never been easier
The smart way to invest your IRA or 401(k) in alternative assets.
3 Self-Directed Retirement Plans
Self-Directed IRA
Gain the freedom to invest in a wider range of investments (like real estate) tax free. Learn More
Solo 401(k)
Make contributions up to $64,500. Invest in alternative assets without a custodian. Learn More
ROBS Solution
Start or fund a business and invest in yourself while you save for your retirement. Learn More
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
Experience
Our tax and ERISA experts have helped over 16,000 clients invest $4.6 billion in alternative assets.
Prestige
Our founder, Adam Bergman, is the author of seven books on self-directed retirement plans.
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 checkbook controlled or custodian controlled. Which one works best for you? It 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.