Made for you.
The Benefits of Investing for Retirement through a Self-Directed IRA
Potentially protect against economic fluctuations:
The self-directed IRA (SDIRA) gives you the freedom that you need to invest in alternative assets, which means that you may have more flexibility and diversification.
Take control of your financial future:
As its name suggests, a SDIRA puts you in charge of your own financial future. With the help of a trusted custodian and a licensed financial professional, you can make the right decisions for your retirement needs and goals.
Increased ROI potential:
The stock market can be volatile which is why diversification is key to protecting wealth. The ability to invest in alternative assets, such as real estate, can help you to create a healthy level of diversification, while simultaneously capitalizing on investment opportunities.
2020 contribution limits
Whether you’re trying to stay up to date on topics that affect your retirement or you’re looking to open an account, our retirement resources are designed to help you prepare for tomorrow.
Roth IRA Contribution Limit
Roth IRA Contribution Limit if 50 or over
Traditional IRA Contribution Limit
Traditional IRA Contribution Limit if 50 or over
Roth IRA Income Limits (for single filers)
Phase-out starts at $124,000;
ineligible at $139,000
Roth IRA Income Limits (for married filing jointly and qualifying widow(er) filers)
Phase-out starts at $196,000;
ineligible at $206,000
Our team can help you establish an account with our partner custodian, Forge Trust.
Please contact us at 888-68-MODIV.