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Self-Directed IRAs

 

What is a Self-Directed IRA?

A self-directed Individual Retirement Account (SDIRA) only differs from other Individual

Retirement Accounts (IRAs) in that the IRA owner has more control and flexibility

when it comes to choosing investments.

Within the retirement industry, the term “self-directed IRA” is used to describe an IRA

in which the custodian or administrator allows for an IRA account to go beyond the

stock market and hold non-traded alternative assets.

If you want more alternative investment options for your retirement savings, we can help.

With an IRA you can buy and sell alternative investments and enjoy tax-deferred growth.

So, ideally, your money can grow faster as you invest for your retirement. The set-up is

quick and easy with these three simple steps: Open an account, fund the account, and

make an investment.

J. Anthony Bradley has over ten years of experience in this area. He began in this area by researching and developing methods by which he could employ the Self-Directed IRA model for his own needs.

Transfer
$$$$$$$
to a 3rd-Party
Custodian
2
1
3
$
Create an Investment Vehicle - most commonly LLC
Existing
IRA or
401(K)
Custodian
Transfer
$$$$$$$
Client serves as Manager
Company Purchases
Investments
Important Planning Considerations
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