Investment Options
Investment Flexibility: The Most Compelling Feature of a Self Directed IRA
A self directed IRA opens the door to many investment opportunities. With Self Directed IRA Services, Inc., an IRA may hold a full scope of traditional and non-traditional or alternative investments. The investment options include:
- Public stocks
- Public bonds
- Public mutual funds
- Bank CDs
- Government securities
- Public real estate investment trusts (REITs)
- Public limited partnerships (LPs)
- Precious metals
- Real estate (commercial, residential and raw land) - directly owned
- Trust and mortgage deeds
- Tax liens
- Private, closely-held stock
- Private real estate investment trusts (REITs)
- Private limited partnerships (LPs) and limited liability companies (LLCs)
- Oil and gas investments
- Promissory notes
- Private corporate debt offerings
- Structured settlements
- And more!
With Self Directed IRA Services, Inc. you now have the flexibility to build a powerful investment strategy in your retirement portfolio.
Important Reminders
How you invest your self directed IRA funds is extremely important. We ask that you keep these important points in mind as you explore and learn about the investment options available in an IRA with Self Directed IRA Services, Inc.
Purchasing Non-Traditional or Alternative Investments in a Self Directed IRA
Purchasing non-traditional or alternative investments through an IRA requires special processes and documentation which are outlined on our Investment Checklists for the different types of alternative investments. In addition, it's important to adhere to the federal regulations which relate to prohibited investments and prohibited transactions in IRAs. As an experienced IRA custodian, we can provide you with the resources you need to help you successfully purchase, maintain or sell your investments.
It Takes Knowledge to Invest Comfortably
As with any major decision, you want to be comfortable making decisions that will impact your future. Because investment decisions are involved, you have the option to appoint your financial advisor as your account representative if desired. When you invest your self directed IRA funds into investments you understand, you can make the best decision possible for your retirement portfolio.
Our Role as an IRA Custodian
Self Directed IRA Services, Inc.'s role is limited to serving as an IRA custodian. As custodian, we follow the directions given by the account holder in processing transactions, ensure that title to the investments is properly reflected in the name of the IRA, issue periodic statements of account activity, and fulfill the IRS reporting requirements. Since all IRA accounts are self directed by the account holder, we do not provide investment, tax or legal advice and account holders are encouraged to seek professional advice in these areas.
Ready to Get Started?
Open a self directed IRA today, or contact us to learn more at 866.928.9394.
