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A Self-Directed IRA simply refers to an IRA account which is permitted to be invested in traditional assets, such as stocks, but also alternative assets, such as real estate or even cryptocurrencies. In the last several years, the number of Self-Directed IRA accounts has grown significantly.
With a self-directed retirement account, you can make almost any type of investment, including real estate, allowing one to diversify and potentially better protect your retirement portfolio. Diversification is a strategy to help make sure retirement assets aren’t concentrated in a certain type of investment or area.
What are prohibited transactions?
Learn what qualifies as a prohibited transaction before you make investments with your IRA. If you don’t follow the IRS rules, your investments may lead to high taxes or the disqualification of your IRA. Fill out our form to speak to a Self-Directed IRA specialist to learn more.
Who is a disqualified person?
Most prohibited transactions involve transactions with a disqualified person. You, the IRA owner, are considered a disqualified person, along with your immediate family. You can remain compliant by learning who and what the IRS considers a disqualified person. Call us today to learn more.
One low annual fee. No account value fees, management fees, or minimum balance requirement (with credit card on file).
Never step foot in a bank. We open your self-directed bank account for you and handle everything.
We have expertise in the custody of all domestic and international alternative asset categories.
Our tax and ERISA experts have helped over 24,000 clients invest $3.2 billion in alternative assets.
Our founder, Adam Bergman, was a tax lawyer and is the author of nine books on self-directed retirement plans.
In addition to tons of online resources, IRA Financial gives clients access to experienced specialists dedicated to your peace of mind.