Self-directing has never been easier
- Invest tax free in alternative assets.
- We open your self-directed bank account, handle all IRS reporting, and offer annual IRS compliance services.
- Better diversify your retirement investments.
- No account value fees or minimum balance (with credit card on file).
Do everything on our app
2. Roll over funds
You can perform a tax-free direct rollover or indirect rollover to a passive custodian like IRA Financial Trust.
How We're Different
Our tax and ERISA experts have helped over 16,000 clients invest $4.6 billion in alternative assets.
Our founder, Adam Bergman, is the author of eight books on self-directed retirement plans.
Our team of specialists will work with you to help you establish the right self-directed retirement account.
Download our info kits to learn more about self-directed retirement
Robust, easy to read, and updated for 2020. This guide is your one-stop shop for all the most important questions about self-directed retirement.