Get Started
Step One: Identify Your Investment
The first step is to find an investment. It can be a piece of real estate, a private lending arrangement, tax lien or any number of alternative investments permitted under IRS guidelines.
Reflect on your own experience and the people you know. Consider the businesses in your community or in your network. Do you see a need for funding anywhere?
Look for opportunities within your community and local market, and work with your team of financial professionals to identify an investment that meets the needs of your portfolio.
As you read the investor success stories on this site, determine which avenues most interest you and which may help meet the goals for your retirement. Our goal is to help you think creatively now that you know your investment options are not limited to the traditional markets.
Once you’ve identified a qualified investment opportunity for your IRA, you are ready to move on to the next step.
Bonus Resource: Download a free checklist of 100+ IRA Investment Options you may not realize could be held in a self-directed IRA (including the short list of prohibited asset types).