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What Is a Self-Directed Account?

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What is a self-directed IRA?

In 1975, as part of the Employee Retirement Income Security Act of 1974 (ERISA) and the creation of IRAs, self-directed IRAs were also permitted. At that time, qualified plans, such as Defined Benefit, Profit Sharing and Money Purchase Pension Plans, were self-directed. The investments of choice were most commonly real estate and notes.

The self directed portion of the retirement industry continues to evolve and today is an accepted investment diversification strategy. Investors are able to purchase a wide variety of assets that comply with the federal rules guiding permitted transactions through IRAs and 401(k) plans.

The term "self-directed" simply means that you, as an individual, have complete control over selecting and directing your own IRA or 401(k) investments. Once established, your account can buy real estate, notes, limited partnerships, commercial paper and many other types of assets. With a self directed IRA, you make all of the decisions regarding your investments. The self directed IRA custodian or administrator completes the documents required to establish your account and purchase your investment.

What are the benefits of a self-directed IRA?

You can invest in what you know. Period.

With the great tax advantages provided by all IRAs or 401(k)s, as well as the wider range of possible investments of a self-directed IRA or self directed 401(k), you can potentially build wealth and secure your future much more effectively than through traditional retirement plans.

• If you work in or know the real estate field, you can invest in real estate.
  
• If you work in or know the mortgage field, you can use your IRA as a lender.
  
• If you know of or work for a company looking to raise capital, you can invest in a note with that company.
  

With a self-directed IRA or real estate IRA, you are not limited to the investment offerings of your custodian/trustee. By using Entrust as the administrator for your account, you get much greater flexibility in the number of investment choices you have. You are not limited by the parameters set up by the custodian.

The Entrust Advantage

Self-directed accounts require a specific type of custodian/trustee and specific documents to be executed. For a self-directed IRA to exist, it needs to be held with a custodian who allows investments into nontraditional investments.

The Entrust Group provides a custodian and administration that focuses on these unique self-directed plans and non traditional assets that are purchased by your retirement plan. The Entrust Group is very efficient and knowledgeable at working with clients looking to self-direct and control their retirement planning because we do this every day.