With a Self Directed IRA or Checkbook IRA as it is also known, you can invest in anything the Internal Revenue code allows. The rules and regulations, however, are complex so we have endeavored to collect a central library of learning materials.
This information will be updated regularly and more material added as we grow our collection. Please check back regularly for updates.
Videos
Education
- Custodian vs Checkbook Control
- Self Directed vs Traditional IRA
- Rollover & Transfer of Funds
- IRS Rules & Guidelines
- Prohibited Transactions
- Frequently Asked Questions
- Self Directed IRA & 401k Contribution Limits
- Glossary of Terms
Set Up
- Which Plan is Best for Me?
- Checkbook IRA LLC
- Real Estate IRA LLC
- Solo 401k Plan
- Business Funding Plan
- How our Process Works
- Non-Recourse IRA Loans
