Save $300 now! Learn More.
Due to the current situation, please be advised that checks will take longer than usual to be processed.

Contact our Self-Directed Experts. (800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts.
(800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message

Self-Directed Retirement Information and Resources

Questions? Text us at (845) 253-9306.

Self-Directed Retirement Information and Resources 2018-08-21T09:27:49-04:00


Self-directed IRAs and Solo 401(k)s are two self-directed retirement platforms just like traditional IRAs and 401(k)s. There are differences, but there are also a lot of similarities.

Below is a list of articles and resources that will help you understand the basics of self-directed retirement accounts in general, and help you compare the two different models. If you still have questions, feel free to call one of our account specialists at (800) 395-5200.

Self-Directed Retirement Articles

Self-directed retirement accounts, along with the help of experienced specialists, can give you the freedom, flexibility, and control to retire on your own terms.

Self-Directed IRA vs. Solo 401(k) (Table)

This simple chart will help you compare self-directed IRAs vs. Solo 401(k)s. Compare how much you can invest, who can invest, how the money is invested, and more.

Legal Guidelines for Self-Directed Accounts

Self-directed IRAs and Solo 401(k)s are relatively new to the retirement market. There are sometimes questions about the legality and tax implications of these accounts, but you have nothing to worry about.

How to Rollover into Self-Directed Accounts

The process of rolling over your existing accounts into self-directed accounts with Checkbook Control isn’t difficult, but there are several steps involved. Different situations require different steps, so choose your current situation and follow the step-by-step instructions.

How to Do an Indirect Rollover

Did you take a distribution from your IRA and would like to deposit the funds into your self-directed IRA? Learn how to do an indirect rollover from an IRA to a self-directed IRA, a Solo 401(k), and more.

Understanding Asset Protection Limitations within Your Self-Directed IRA and 401(k)

When you plan for your retirement, you want to know that your money is secure and waiting for you later on. Your assets are protected in many ways when you hold them in a self-directed account.

Prohibited Transactions

While self-directed retirement accounts offer far more options, and thus much better diversity, than traditional investment platforms, there are limitations. Learn which assets and transactions are not allowed within a self-directed account.

Other Alternative Investment Articles

Self-directed retirement accounts allow you to invest in a broad range of unique and potentially profitable alternatives. Discern which may be right for you from the wide range of alternative investment choices.

Alternative Retirement Investments

Who seeks alternative retirement investments? This overview of reasons to invest in alternative opportunities, as well as ideas for alternatives, may help you decide if a Self-Directed retirement account is right for you.

Investing in Private Loans

Private loans, mortgages, and other lending vehicles have enabled many to build wealth and income for retirement. Learn more about what it takes to invest in private loans

Investing in Private Business

Investing in private business opportunities sounds promising, but can also be risky. Before loaning money for business opportunities, do your homework.

Investing in Tax Liens

Tax lien auctions are a little-known and often misunderstood investment opportunity for self-directed IRAs, but they offer a win-win situation that benefits the investor and others.

Self-Directed Retirement Tools

Client Profiles

Not sure which platform, or what investments, might be best for your situation? Are you unclear about what self-directed retirement actually looks like? Take a minute to scroll through a few of our client profiles. These scenarios will help you better understand which solutions might work best to maximize your retirement wealth.

Trading Accounts

Alternative investments are one of the key strengths of self-directed retirement accounts, but that doesn’t mean that you have to forgo standard investment products. All of the trading account resources you need to add stocks and bonds to your self-directed account(s) are available.



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

Contact Our Self-Directed Experts

[gravityform id="18" title="false" description="false"]

Join Our Newsletter!


Contact Our Self-Directed Experts