Here are Helpful Resources for Getting Started
Opening an IRA account doesn’t need to be a stressful or confusing process. With the right collection of resources, you can learn all you need to get started and make the most of your money. We will set you up for success. That’s why we’ve compiled a list of detailed information that could prove useful as you open a self-directed IRA with us.
There’s also a page dedicated to uDirect’s IRA fees below. This way, you know exactly what to expect going into the process, and you’ll never feel blindsided by essential start-up procedures. Click on the links below to learn more about opening up your own plan and getting a jump start on saving for the future.
Open An Account
uDirect is dedicated to provide important information you need to know about opening a new IRA service account.
Self-Directed IRA Rollover and Transfer
Approaching your IRA transfer, contribution, or IRA rollover transfer correctly is crucial to completing the process.
Contribute to Your IRA / 401(k) Account
Contributing to your IRA helps grow your retirement savings tax-advantaged and secures your financial future.
Self-Directed IRA Investing
You can invest your IRA dollars in alternative assets except life insurance contracts and collectibles.
Solo 401k Plans
The Solo 401(k) offers significant tax advantages and high contribution limits for business owners with no W-2 employees.
IRA-Owned LLC
A Checkbook IRA account is an innovative & flexible strategy for individuals looking to take full control over their retirement funds.
Self-Directed IRA Fees
We understand that it can become overwhelming to keep track of the different fees that can come with self-directed IRAs.