Account Options

Transform Investment Possibilities into Reality

Select the Self-Directed IRA Account Options that Align with Your Interests and Needs

As a Self-Directed IRA investor, you can leverage your personal expertise, interests and business experience to create successful alternative investment strategies in areas like real estate or private equity. Regardless of your investment path, we offer a variety of IRS-compliant account options to support your goals.

Individual Retirement

When opening an individual Self-Directed IRA, you need to select the right plan based on your situation and goals.

Traditional IRA

Ideal for individuals who exceed the maximum income level to contribute to a Roth IRA, or for those who wish to deduct contributions.

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Roth IRA

This account allows you to contribute a specified amount of after-tax income every year. After age 59.5, your earnings on the account are tax-free.

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Rollover IRA

Ideal for individuals who wish to broaden their investment options beyond the options offered within an old employer-sponsored plan.

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Inherited IRA

Ideal for individuals who are the beneficiary of a Traditional, Rollover, Roth, SEP or SIMPLE IRA.

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Coverdell Education Savings Account (CESA)

A tax-deferred savings account for parents or guardians who want to save for education expenses.

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Health Savings Account (HSA)

Paired with a high-deductible health plan, the HSA is a tax-free savings account for medical expenses, including long-term care.

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Small Business Retirement

As an entrepreneur, you can select a qualified retirement plan fund that gives you the power to contribute to your (and your employees’) retirement plan.

Individual 401(k)

A tax-deferred retirement plan that offers generous contribution limits to you and your spouse.

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Simplified Employee Pension (SEP) IRA Plan

A tax-deferred retirement plan that allows you to make discretionary contributions for yourself and employees.

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Simple IRA Plan

Ideal for employers with 100 or fewer employees who want to make pre-tax employee contributions.

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