New To Self-Directed IRAs

Why Self-Directed?
What Can I Invest In?
Open An Account Today

Need further assistance?

Please contact us at 1.888.990.7892 or email us at

Account Holders

Client Portal Log In
Access real-time transaction detail and your annual statement.

Commonly Used Forms
Access the most commonly used forms for investments, investment expenses, and distributions.

New Legislation_img

SECURE Act 2.0: IRA Retirement Plan Updates

| Blog, Retirement | No Comments
The passage of the SECURE 2.0 Act of 2022 includes new updates for retirement plans, including IRAs. While Self-Directed IRAs allow you to invest in different types of assets, the…

Self-Directed IRAs: More Value, Same Benefit

Most Americans with IRA’s aren’t using the most powerful investment vehicle available to them: “The Self-Directed IRA”. PTC Point of View is a show dedicated to shedding light on this lesser-known retirement account. Learn about the options available, alternative investments, legal structures and tax rules. Tune into new episodes each week on PTC Point of View.

How to listen: Apple Podcast or Spotify Channel

Get Your Free Download

Road Map to Retirement