Author - Ana Maria Martinetti-Katz, CFP®, CPA, MBA

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A Must Read Before You Set-up A Self-Directed IRA

A Must Read Before You Set-up A Self-Directed IRA

With the market fluctuations of late, investors are growing increasingly concerned and tired of watching their portfolio holdings lose value by the day. This is causing a lot of buzz in the area of Self‐Directed IRAs. Investors feel that by having more control over their investment options, they will see their investments grow rather than dwindle.

What is a Self‐Directed IRA?

Self‐Directed IRAs are retirement accounts in which you, the investor, decide what types of assets to hold. Traditional, Roth and SEP IRAs as well as 401k plans have the ability to have self directed status. In traditional accounts of …

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