Who makes the IRA’s investment decisions?
You do. No matter your type of IRA plan, your account is truly “self-directed,” which means that you make the investment decisions for your retirement assets in much the same way as you invest outside of your retirement plan. But you don’t invest alone. STC will help you navigate the complex rules that govern prohibited transactions so you can focus on making the best investment decisions.
Latest Webinars
Advanced Insights to Self Directed Retirement Accounts
04/05/2023 | 07:00PM - 08:00PM ET
Need some help understanding the ins-and-outs of self-directing your retirement investments? Then you've come to the right place. In this STC webinar you'll:
- Learn about using leverage in your retirement portfolio through non-recourse loans
- Understand what investments may trigger UBIT or UDFI
- Decide if you should investigate a Roth conversion for your account