Investing in Self-Directed IRAs is easier than you might think. It’s easy to get started by following these simple directions or we are always available via phone or e-mail. Please contact our office for help, 866-7500-IRA (472) or


Fund your account by Transfer, Rollover, or Contribution.



· Review the instructions.
· Submit the paperwork required for the investment you have chosen.


Once the investment has been funded and the IRA owns the assets, submit Payment Authorization Forms for expenses that pertain to the asset.


Deposit income generated from the asset must include a Deposit Coupon.


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