What Is a Self-Directed IRA?
A Self-Directed IRA is a retirement account that gives you control over what you invest in—not just where you hold it. While traditional custodians limit you to stocks and mutual funds, an SDIRA allows alternative investments while maintaining the same tax advantages of a standard IRA.
Our Self-Directed IRA Services
SDIRA Consultation & Strategy
- Traditional vs. Roth analysis
- Investment suitability review
- Tax impact modeling
SDIRA & IRA LLC Setup
- Custodian coordination
- IRA LLC formation (if applicable)
- Operating agreements & compliance guidance
Ongoing Advisory Support
- Transaction review before execution
- Compliance checkups
- Tax reporting coordination