Self-Directed IRA Benefits

This isn’t a different type of IRA. Just a different way of managing retirement investing. Learn how you can take control.

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Choosing Your IRA Custodian

Know what to look for when selecting a custodian for your self-directed IRA.

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Investment Flexibility

Add stability to your investments with true diversification. Explore your alternative investment options through self-directed IRAs.

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Prohibited Transactions

Avoid prohibited transactions that could cause you to lose your tax advantages — and pay additional penalties.

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UBIT & UDFI

Understand the factors that trigger Unrelated Business Taxable Income (UBTI) and Unrelated Debt-Financed Income (UDFI).

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Required Minimum Distribution

The IRS requires you to withdraw from your IRA after a certain age. Review this information to be prepared.

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Contribution Limits

Make sure you’re aware of the contribution limits and deadlines for your self-directed IRA.

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