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Checkbook Control IRA/Solo 401k Information and Resources

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Checkbook Control IRA/Solo 401k Information and Resources 2018-08-21T09:08:48+00:00


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Checkbook IRA is essentially a self-directed IRA with the added feature of Checkbook Control, which allows you to invest your retirement funds by simply writing a check—no waiting for the custodian, no paperwork, and no transaction fees.

Checkbook Control is a powerful feature that puts your retirement savings back in your hands, but it is still fairly unfamiliar to many investors and advisors. Below, you will find the information you need to correct common misunderstandings and fill in the blanks so you can decide for yourself if a Checkbook IRA is right for your retirement account. If you still have questions, our account specialists are happy to answer them when you call us at (800) 395-5200.

Checkbook IRA Educational Articles

  • 10 Checkbook Control IRA/401k Truths You Need To Know
    The arena of self-directed retirement investing has recently been experiencing a paradigm shift. Investors have been moving in large numbers towards Checkbook Control plans which give them greater investment freedom at a more economical cost. Let’s separate fact from myth.
  • The Advantages of Checkbook Control
    Checkbook Control puts you in direct control of your IRA investments. With Checkbook Control, you can invest directly into a variety of asset categories.
  • A History of Checkbook Control
    Checkbook Control has undergone numerous changes since its inception in 1974.  From ERISA to IRAs, follow the timeline of the self-directed IRA and Checkbook Control.


Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

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