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Self-Directed IRA Guide
Learn how to unlock tax-advantaged investing in real estate, crypto, precious metals, and more — straight from the experts.
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What's Inside the Guide
Everything you need to understand self-directed IRAs — in plain language, from start to finish.
What Is a Self-Directed IRA?
A plain-language breakdown of how self-directed IRAs work, how they differ from conventional IRAs, and why that distinction opens up a world of investing possibilities.
Types of Self-Directed IRAs
Compare Traditional, Roth, Checkbook Control, SEP, SIMPLE, and Self-Directed 401(k) accounts — so you can choose the structure that best fits your goals and tax situation.
Why Self-Directed IRAs?
Discover the case for taking control of your retirement — from almost endless alternative asset options (real estate, crypto, precious metals, private equity) to powerful tax advantages.
Rules & Regulations
Understand who counts as a disqualified person, which transactions are prohibited by the IRS, and what additional considerations keep your account compliant and protected.
Frequently Asked Questions
Straight answers to the questions investors ask most — covering contributions, rollovers, asset types, fees, and how to get started with Accuplan.
Built by Self-Directed IRA Experts
Accuplan Benefits Services has helped thousands of investors take control of their retirement by providing third-party administration services for truly self-directed IRAs. We partner with American Estate & Trust (AET) as custodian so your assets are always held safely and compliantly.
We believe every investor deserves the freedom to choose how their money grows — and the expertise to do it right.
Ready to take control of your retirement?
Get the free guide now and discover everything you need to know about self-directed IRAs — no jargon, no pressure.
- What a self-directed IRA is and how it works
- Traditional, Roth, Checkbook, SEP, SIMPLE, and 401(k) options compared
- IRS rules, disqualified persons, and prohibited transactions
- Answers to the most frequently asked SDIRA questions
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