You don’t have to start your resolution on January 1st, but you should start your resolution with the intent of following thorough.  According to, 34% of people make money related resolutions.  How many times have you thought about taking control of your financial future?  About having more money in your retirement?  Well, the beginning of the year is the time to make these thoughts into realities.  The stock market ended on a very strong note and as all financial advisors will tell you, its best to sell high.  This may be the best time to sell those traditional assets like stocks and bonds to invest in something that has the potential to make more money than stocks and bonds can offer.

What are the benefits?

*”Self-Directed” means you have complete control over selecting and directing your investments.  We even offer accounts that give you checkbook control.

*Diversification– Instead of “putting all your eggs in one basket” on Wall Street, a self-directed account offers a plethora of investment options.

*Market Volatility – We have seen the market on Wall Street do dips and drops and downward strides several times this year.  A self-directed account offers many investment options that have much less market volatility.

*Due diligence – As with an investment you should do your due diligence by researching your investment.  Since self-directing offers so many investment options you can research and invest in what you know and enjoy!

*Tax deferred – profits are tax deferred in your retirement account.  When investing in real estate, no 1031 exchanges are ever needed.

*Plus more

Investment options

—  Real Estate

  • Commercial
  • Residential
  • Multi-family
  • Multi-unit
  • Apartment buildings
  • Co-ops
  • Condos
  • Land – Improved or Unimproved
  • Multi-Tenant Shopping Space
  • Anchored Shopping Center
  • And more!

—  Hard money lending

—  Precious Metals

  • Gold
  • Silver
  • Platinum
  • Bullion coins

—  Private placements or offerings

  • Oil & gas
  • Real estate
  • Ownership interests in privately held businesses and business entities, etc.

—  Trust Deeds

—  Tax Liens

—  Funding a Start-Up Business

And Many Others!

What type of money can be used?

You can roll several types of accounts into a self-directed IRA.

  • Most type of retirement accounts:
    • 401(k)
    • 403(b)
    • Profit Sharing Plans
    • Keogh
    • Qualified Annuities
    • Money Purchase Plans
    • Cash Balance Pension Plans
    • Defined Benefit Pension Plans.
    • IRA accounts:
      • Traditional IRA
      • SIMPLE IRA
      • Roth IRA
      • SEP-IRA
      • Inherited IRAs
      • Plus more, like Coverdale Education Savings

How to get started?

The process is simple.  Visit our website to learn about the self-directed world.  You can watch videos, read brochures, learn about the different types of accounts and investments available when self-directing.  While you are on our website, you can chat with one of our IRA Specialist.  Or, you can give me a call directly so we can discuss your investment goals and decide which self-directed account best fits your situation.

HAPPY NEW YEAR!  And congratulations on starting this year by taking control of your financial future!


Jaclyn M. Grella