Self-Directed IRAs and Solo 401(k)s

Retirement accounts controlled by you. The access you want and convenience you deserve.

Simplicity and Control

Optimize Retirement Wealth with Self-Directed IRAs & Solo 401(k)s

Self-Directed IRAs provide the same tax advantages and are subject to the same eligibility requirements and contribution limits as standard IRAs (Traditional and Roth), but they have two key differences: They provide you with the ability to invest in alternative assets, and they give you checkbook-control.

We partner with your self-directed plan provider to make your experience simple and easy, while giving you every opportunity to maximize your retirement savings.

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Self-Directed Checking Accounts

Solo 401(k)s and Self-Directed IRAs provide you with flexibility. This type of account gives the customer discretion with their investments and complete checkbook control. We make things as simple as writing a check or swiping your debit card.

Non-Recourse Financing

Give your retirement investment a boost by leveraging our lending program. We can finance your investment in a single-family home, multi-family property (up to 4 units), condominium or townhome held in your Self-Directed IRA or Solo 401(k) plan.

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Need help?

Call us at Monday through Friday, 9:00 am to 5:00 pm Mountain Time. Or send an email to

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