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Asset class
From office buildings to raw land, your self-directed account can tap into the booming real estate market. Whether you’re an experienced real estate investor or you’re looking to get started, we’re here to help.
A tax-advantaged plan can hold:
At a Glance
With a self-directed plan, you can own actual, physical property as well as a Real Estate Investment Trust (REIT).
If you’re not keen to take out a loan, your plan can partner with other investors, their plans, and even yourself.
Does your account lack the funds to buy an asset outright? No problem! An account can take out a non-recourse loan to finance the acquisition of a property or boost its purchasing power to purchase more.
Distributions from your account don’t have to occur in cash. If you bought your dream house with your self-directed account and finally want to use it personally, you can distribute the property in kind to yourself.
Case Study
By utilizing her IRA, Kathy purchased multiple rental properties to grow her $1.5M IRA
Choose the account that’s right for you, and complete your online application in 15 minutes or less.
Prepare your self-directed account for launch by financing your account via contribution, transfer, or rollover.
Once you’ve landed on a strategy, establish the terms of the transaction, draw up the contract, and fund the purchase.
Other Investments
Why stop at real estate? With a self-directed account, you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate or knowledgeable about.
From start-ups to small businesses, if you can find it, we will help you fund it.
Education Center
