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Self Directed IRA

A Broader Range of Investment Options

A Self-Directed Individual Retirement Account (IRA) arrangement is an IRA that allows you to direct the qualified account trustee or custodian of the IRA to invest in a broader range of investments than other types of IRAs. 

As the account owner, a Self-Directed IRA allows you to provide more direction and control over the investments in your retirement accounts. It also allows for investments in non-traditional forms, including alternative assets, real estate, limited partnerships, and more.

The Self-Directed IRA is now playing a more important role in the portfolio diversification strategy as it allows the investor the option to purchase a broader range of assets. 

It’s not uncommon to find qualified investors going outside of the traditional investment options, like stocks and bonds, and considering such alternative choices that still meet the federal guidelines for allowable transactions. 
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Get Started / Questions?

Learn more about a Self-Directed IRA and other ways we can assist you.  Contact the Financial Consultant in your area.

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!

Missouri/Illinois
Gene Todd
800-452-1414 
Contact Gene  

California
Theresa Probert
916-783-1249 
Contact Theresa  

Other Registered States
Gene Todd
800-452-1414 
Contact Me

Existing Account Support
Sarah Roberts
314-889-1068 
Contact Sarah

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