How a Self-Directed IRA Works | Vantage

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 New Account Application 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.

Contact Vantage to learn more about how a Self-Directed IRA works!