SELF DIRECTION 101

Freedom in retirement starts with freedom in investing

While every IRA has tax advantages, only a self-directed IRA has the advantage of breaking free from the confines of Wall Street to work harder and smarter in the investment of your choosing. 

Can your IRA buy a house? Invest in precious metals? Fund a small business? The answer is yes.

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SELF-DIRECTION BENEFITS

There are many roads to retirement. Some are just more fun to drive.

INDEPENDENCE

No financial advisor knows you better than yourself. With a self-directed account, you can invest in whatever you want, whenever you want.

DIVERSIFICATION

Protect your retirement accounts from stock market volatility by adding alternative assets to your conventional portfolio of stocks, bonds, and mutual funds.

PERSONALIZATION

Put your money where your interests are, investing in the industries, businesses, or assets that you are most passionate about.

REWARD

Alternative investments, when chosen and timed wisely, have the potential to yield larger returns faster than typical market-based assets.

ACCOUNT OPTIONS

Choose the self-directed account that’s right for you

SELF-DIRECTED INVESTMENTS

Can you invest in THAT? The answer is yes.

With a self-directed account, you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate about. From real estate to start-ups to precious metals, if you can find it, we will help you fund it.

ACCOUNT MANAGEMENT

It’s not a platform so much as a launchpad

Self-directed opportunities are only a click away. Manage your portfolio, paperwork, contributions and distributions, or simply watch your investments grow from the NDTCO client portal.

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EDUCATION CENTER

Want to learn more about self-directed investments?

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Foundations of a Self Directed IRA

Upcoming IRA Events

  • Wed26 May
    12:00PMMDT
    Thinking Beyond the 529: Creative Ways to Save for Your Children’s College Education
    ONLINESaving for your children’s education can be a wonderful way to set them up for success. College is a major investment, as the average four-year public school costs roughly $84,000, while the average four-year private college costs $188,000. While there are many ways to save for college, including Education Savings Accounts (ESAs), 529 Plans, and UGMA or UTMA accounts, the various savings plans all have different rules and benefits.

    Join Seth Rosenberg CLU®, CFP®, LUTCF®, GFS® with Ability First Financial to learn about lesser-known yet highly effective ways to save for your children’s education, and more importantly WHY you should consider them. If you have children or grandchildren who plan to attend college, this webinar is for you.
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