Self-Directed IRA

Product Summary

A powerful tool to unleash your trapped ROTH IRA money so you can invest it in alternative investments. 

You’re not permitted to rollover ROTH IRA money into a Solo 401k so this allows you to take control of that money and invest in alternative assets with checkbook control.

The SDIRA is available to everyone without qualification.

Investment Types
  • Real Estate with or without DEBT and NO UBIT for leveraged investments!
  • Rentals
  • Land
  • Foreign Land
  • Mobile home parks
  • Apartments
  • Notes
  • Oil & Gas
  • Flips
  • Physical Gold, Silver & Platinum must be held by a custodian
  • Private equity
  • Hard money lending (be the bank)
  • Options
  • Franchises
  • And on and on and on…
Process
  1. Fill out our fast online application to set up the SDIRA with LLC Checkbook Control
  2. Once approved you will receive your LLC documents and operating agreement digitally to eSign
  3. Fill out the IRA custodian form and submit $25 to custodian to setup account
  4. Execute a roll over from your current custodian to the new custodian
  5. Choose a bank to set up a new checking account in the name of your LLC
  6. Email the signed investment direction form with your LLC docs to the custodian
  7. The current custodian will release your funds and send them to your new LLC checking account
  8. Start using your new LLC check book control SDIRA and invest in what you want. 
Product Benefits

Self-Directed IRA with Checkbook Control – Invest in alternative investments beyond stocks and bonds. Take control of your account and diversify your investments with a wide variety of investment options.

  • Includes a Checkbook Control feature that allows you to invest your retirement account by simply writing a check.
  • No paperwork, no waiting, and no custodian fees for any transactions
  • Primarily used to rollover funds from a traditional Roth IRA
  • Total Control Financial will assist in converting a ROTH IRA to a Self Directed account, which can be invested and controlled
  • Complimentary Gold and Silver valuation required by IRS for compliance. *

* Available for all metals you own, even if not purchased from My Gold Advisor ® as long as you do at least one transaction per year with My Gold Advisor.