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Making The Complex Simple

The decision to take control of your financial future through alternative assets is one thing. Mastering the self-directed investment process is another. Enter the ‘Comfort Zone’ – a place of step-by-step tools that help you gain comfort and an understanding of the transaction process.

Step-By-Step

• Need Clarity About Vantage’s Services or Fees?
• Want to Open or Fund Your Account?
• Need Help Completing a Form?
• Purchasing an Investment?
• Paying Expenses on an IRA-Owned Asset?
• Taking a Distribution?

Click the tabs in the box below to navigate through the five process stages and access time-saving form completion videos as well as helpful transaction forms, visual flowcharts, and user-friendly investment purchase checklists.

Prohibited Transactions

While self-directed retirement plans allow you investment control of a wide range of assets, there are some transactions and investments to be cautious of. The basic concept of an IRA is that it is a trust intended to benefit you when you retire. When you invest through a self-directed account, your IRA, not you, owns the investment. You own the account. As such, there are some types of self-directed transactions that could disqualify your IRA and subject it to taxation and penalties.
See The Prohibited Transactions Here

FAQs

Got Questions? Click on the following links to find quick answers to some of our most Frequently Asked Questions. Feel free to contact us if you need further guidance!