Share this page:



Do you know how to start a Self-Directed IRA?

We are here to help.

Investing with a Self-Directed IRA shouldn’t be hard. At Vantage, we are here to make it easy so you can invest your IRA funds where you want! We want you to understand how to make your money work best for you and your future. While other traditional firms narrow your investment choices down to a few basic options - typically stocks, bonds, and mutual funds - we want you to have the freedom to choose the best investment for you.

Most traditional brokerages don’t offer Self-Directed IRAs, so you might not be sure how to set one up. Where do you even start? That’s why we’ve created a pair of step-by-step checklists to walk you through the opening and funding of a Self-Directed IRA.

It’s as easy as 1-2-3.

After reading our step-by-step guides, you will know exactly how to:

  • Open a Self-Directed IRA
  • Compete the IRA application
  • Fund your new IRA through a transfer, rollover, or contribution

Whether it’s investing in real estate or a private company, you deserve to control your financial future. Download our FREE step-by-step checklists on opening and funding your new Self-Directed IRA and how you can start taking control of your investments.

Free Checklist - Open Your Self-Directed IRA →

Free Checklist - Fund Your Self-Directed IRA →

View all our VBytes →