SELF DIRECTED IRA

Self Directed IRA

If you want to invest in notes secured by real estate to help build for your retirement, then a self-directed IRA is an available option which would allow you to do this. If you’re not sure what a self-directed IRA is or how it works, please review the information on this page and consult with your financial planner and/or tax advisor. Our investment model is available to self-directed IRA investors, and Precision Capital would love to partner with you to grow your retirement savings!

WHAT IS A SELF-DIRECTED IRA?

A self-directed IRA is a type of individual retirement account that can hold a variety of alternative investments, like real estate notes or partnership interests in one of our Funds, that are normally prohibited from regular IRAs. These are available as either a traditional IRA, to which you make tax-deductible contributions, or as a ROTH IRA, from which you take tax-free distributions. Self-directed IRAs can be advantageous for savvy investors who understand alternative investments and want to diversify their retirement savings in a tax-advantaged way.

HOW MY IRA IS MANAGED

Self-directed IRAs are typically only available through firms who specialize in custodial services for these types of IRAs. Like Precision Capital, custodians can’t give financial or investment advice, and management of the money you hold in your self-directed IRA, including what and how to invest your money, is completely up to you.

HOW CAN PRECISION CAPITAL HELP?

We are happy to provide investors with the names of self-directed IRA custodians we have worked with. Once you’ve set up your account with a custodian, we’d love to talk with you about the benefits and advantages of investing your retirement money in one of our investment models.