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How to Get Started

Get Started with a Self-Directed Account

Discover the best self-directed account for you and your family.

Open a Traditional or Roth IRA

3 Easy Steps to Get Started

Follow this simple three-step process to get started with a self-directed Traditional IRA or self-directed Roth IRA.

Get Started Now

Open a CESA or HSA

Save for Health and Education Expenses Today

Get started with a tax-advantaged health savings or education savings account following this simple three-step process.

Get Started Now

Open a SEP or SIMPLE IRA

Larger Tax Advantages for You and Your Business

Small business retirement plans often provide individuals the ability to qualify for larger contributions and potentially larger tax deductions – follow these steps to get started today.

Get Started Now

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

Let’s talk about your financial future.

Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.

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Next Step… Self-Directed IRAs

How to Get Started

Get Started with a Self-Directed Account

Open a Traditional or Roth IRA

3 Easy Steps to Get Started

Open a CESA or HSA

Save for Health and Education Expenses Today

Open a SEP or SIMPLE IRA

Larger Tax Advantages for You and Your Business

Important Factors to Consider

Are You a Small Business Owner?

Working with a Custodian

Rules & Regulations

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