Find a Certified Real Estate IRA Agent

Do you know how a Self-Directed IRA works?

Many hard working people like you are starting to take control of their investment dollars by opting for a Self-Directed IRA.

Are you concerned that your IRA may not be substantial enough to provide a comfortable retirement? Are you tired of a poor rate of return on your IRA portfolio?

A Self-Directed IRA gives you control of your investment dollars by expanding your options beyond Wall Street based investments. With a Self-Directed IRA, you can invest in opportunities like real estate, precious metals, private companies, private notes and much more.

Get Started in 3 Easy Steps!

After you determine the type of retirement account you need (Traditional, Roth, SIMPLE, SEP, etc.), there are three simple steps to begin self-directing your retirement future:

OPEN YOUR ACCOUNT

Click Open an Account, download or complete the online Application Packet (Account Application Form and Fee Schedule), then print, sign and mail in all original documents along with the application fee and a legible copy of your driver’s license.


FUND YOUR ACCOUNT

Make a contribution using a Deposit Coupon, initiate a Rollover or Transfer* funds from an existing IRA or 401(k). (*Please mail in the original Transfer Form along with a copy of your account statement from the resigning Custodian.)


CHOOSE AN ALTERNATIVE INVESTMENT

Perform your due diligence, consult with trusted advisors and select your investment from a wide range of Alternative Asset choices. If you want to increase your financial literacy and comfort with self-directed accounts, participate in one of our FREE Workshops.

 

Click Need Help? to watch helpful how-to videos on completing transaction forms and to review step-by-step flowcharts and checklists of the investment transaction process.

DISCLAIMER: Vantage Self-Directed Retirement Plans does not offer investment, tax, financial, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) licensed in that area before entering into any type of investment.