Complete the Application
- Personal information you will need:
- Social Security Number
- Date of Birth
- Contact information:
- Phone number & email address
- Mailing address
- Image of your valid photo ID
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Opening Your Own Self-Directed IRA Account
Fund Your Account
- To fund your account, options are:
- Direct contributions, for 2024 the annual contribution limit is $7,000.
- Rollover an established IRA, 401K, or another type of tax-qualified account
- Transferring funds or assets from one provider to another within the same retirement account type
Start Investing
- To invest your IRA funds, you will fill out a direction of investment (DOI) form, found on your account dashboard. From there you can easily self-direct your tax-advantaged funds.
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Frequently Asked Questions
Accuplan offers two main types of retirement accounts: individual and business accounts:
- Our individual account options include self-directed traditional IRAs and self-directed Roth IRAs.
- Our choices for small businesses and self-employed individuals include solo 401(k)s, simplified employee pension (SEP) IRAs, savings incentive match plans for employees (SIMPLE) IRAs, and employee stock ownership plans (ESOPs).
- In addition, we have a health savings account (HSA) option.
You may fund your account through direct contributions; rolling over funds from an established 401(k), IRA, or other established tax-qualified account; or transferring your assets/funds from a previous provider to a new one of the same retirement account type.
Standard account costs include a setup fee and annual account fees. Depending on the type of account and what investments you choose to make, you may also incur:
- Transaction fees
- Asset-based fees
- LLC state fees
- Asset purchasing and holding fees
At Accuplan Benefits Services, we offer flat fees at competitive rates.
Self-directed IRAs enable you to invest in a large variety of assets beyond traditional stocks and bonds. Some of the most popular alternative assets you can invest in include:
- Real estate
- Precious metals
- Private loans
- Cryptocurrency
There are only a few restrictions on allowed investments from the IRS, like collectibles, S-corporation stock, and life insurance.
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