Take control of your retirement plan and build a truly diversified portfolio
RealTrust clients often employ one or more of these popular investment strategies:
How it Works
Starting your own Self-Directed IRA is simple.
Open a RealTrust Account. Contact one of our knowledgeable Self-Directed IRA Specialists and we will help you determine which plan type is right for you.
Fund Your Account. Transfer or roll over funds from an existing IRA or 401K. You can also make a contribution. Our Operations Center will assist in the process.
Choose your Investment Alternative. Select an investment opportunity for your IRA or EZ(k) to purchase.
Process the Purchase Transaction. Your personal Self-Directed IRA Specialist will coordinate and process the investment and acquisition transaction.
Verify Documentation and Funding. We verify that the documents are accurate and complete, obtain your final authorization, then fund the asset purchase.
Custody and Administration. We custody the assets in your Self-Directed IRA, receive income, pay expenses, post all account activity and prepare statements.
"...I realized an annual return of 13% or more on EACH private loan, with minimal risk of loss. The interest earnings generate tax-deferred income for my Self-Directed Traditional IRA account. The earnings on my Roth IRA account are tax-free!"Read More
"I recently opened a “Fully” Self-Directed Roth IRA with RealTrust and was able to increase the value of my Roth IRA by $50,000, tax-free."Read More
"Between two different Self-Directed IRA accounts, a Traditional and a Roth, I now own over 10 rental properties that produce positive cash flow and provide excellent returns to my retirement accounts."Read More