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So you opened a Self-Directed IRA - what’s next?

Now that you’ve opened your Self-Directed IRA, it’s time to start investing! In this video, we will walk you through the process and documents needed to purchase your alternative investment. Self-Directed IRAs are the most flexible retirement accounts available to investors. But it’s important to understand there are certain related parties that are not allowed to engage within your IRA. Make sure you download our easy worksheet to help you identify who is on the “Bad List.”

Then we discuss what your responsibilities are versus Vantage to maintain your Self-Directed IRA account. Specifically, providing the fair market value of your alternative asset to us on an annual basis. Each asset type carries different validation requirements. And we have a guide to help you navigate that too! Download our Valuation Quick Reference guides to see what you will need to provide.

As always, we are here to help you every step of the way.

Free IRA Related Parties Worksheet →

Free Valuation Quick Reference Guide →

View all our VBytes →