IRA Booking Confirmed

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We look forward to discussing your self-directed IRA options and answering any questions you may have.

While you wait for your consultation, feel free to explore the FAQs below for additional information about self-directed IRAs and retirement diversification options. You can also create a free account using the link here or below to get started before your consultation.

 

IRA Frequently Asked Questions

Simple answers to your questions about our Self-Directed IRA program.

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What is a Self-Directed IRA?

A Self-Directed IRA is an individual retirement account that gives you greater control over your retirement investments. Unlike traditional IRAs limited to stocks and mutual funds, a Self-Directed IRA allows you to diversify into alternative assets such as physical gold and silver, real estate, and other non-traditional investments.

How do I open a Self-Directed IRA?

To open a Self-Directed IRA, create a personal account with us and connect with one of our dedicated IRA specialists. They will guide you step-by-step through selecting a qualified custodian, completing required paperwork, and funding your IRA in compliance with IRS regulations.

What are the benefits of a Self-Directed IRA?

Key benefits include increased investment flexibility, broader diversification, and the ability to hold tangible assets like gold and silver. A Self-Directed IRA can help hedge against inflation and market volatility while giving you more direct control over how your retirement savings are allocated.

What types of contributions can I make to my Self-Directed IRA?

Contributions must be made in USD and sent to our custodian before being credited to your Self-Directed IRA account. Direct deposits in metals are not permitted.

Can I transfer funds from my existing retirement account to a Self-Directed IRA?

Yes, you can transfer funds from existing retirement accounts, such as 401(k)s or traditional IRAs, into your Self-Directed IRA.

Prepare for Your IRA Consultation

Get a head start before your consultation by creating a free account to explore self-directed IRA options and retirement diversification opportunities.