Begin self-directing your retirement with three steps:

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 low rate of return on your IRA portfolio? If so, our IRA Specialists can show you how to open a Self-Directed IRA and how it works.
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, private companies, private notes, and much more.

1. OPEN YOUR Self-Directed Ira

Once you have determined the type of account that suits your needs, fill out the Account Application online.  Once complete, submit your application, along with the application fee and a legible copy of your driver’s license.

2. FUND YOUR ACCOUNT

 Make a contribution using a Deposit Coupon, initiate a Rollover, or Transfer funds from an existing IRA or 401(k).

3. CHOOSE AN ALTERNATIVE INVESTMENT

Perform your due diligence, consult with trusted advisers, and select your investment from a wide range of alternative asset choices. If you want to increase your financial literacy with self-directed accounts, participate in one of our free workshops.

It’s that simple

Our Vantage team is here to help you every step of the way. While we don’t offer investment advice, we do provide investment education and strategies to our clients. That way, they are equipped with the knowledge they need to make the best decisions for their financial goals and investment comfort level.
Let us help you take control of your money now to move towards your financial future with confidence.

For more information on how you can discover your IRA investing alternatives, contact our team at (866) 459-4590 or ClientService@VantageIRAs.com. You can also schedule a time for a call that is most convenient for you by clicking here.