Investing in Self-Directed IRAs is easier than you might think. It is easy to get started by following these simple directions or
we are always available via phone or e-mail. Please contact our office for help, 866-7500-IRA (472) or [email protected].
Select the type of account that you would like to open.
Forms to complete *Choose one:
Select an Investment.
Complete Related Form:
Once the investment has been funded and the IRA owns the assets, submit Payment Authorization Forms for expenses that pertain to the asset.
Form to complete:
Fund your account by Transfer, Rollover, or Contribution.
Forms to complete:
Review the instructions.
Submit the paperwork required for the investment you have chosen.
Instructions to Review:
