We'll help you with your IRA

Learn the Benefits of Establishing a self-directed retirement account (SDRA) and reap the lasting rewards that come with it.

Newton MA Self Directed Retirement Account Services

Implement an Effective and Diversified
Investment Strategy

Frank Bridges is the founder of Heritage Design Law LLC and has practiced law for over 44 years. He has helped clients around the country through the use of virtual meetings and the latest online communications technology. Trust Frank Bridges to serve as your experienced professional guide through the complexities of the SDRA investment process while protecting you from the pitfalls of prohibited transactions and surprise income taxes. For more information about the self-directed retirement account services of Heritage Design Law LLC here in Needham, Massachusetts, contact Frank Bridges today.

Learning Center

Getting Started

Choosing your Investments

Choosing the Right Custodian

Establishing Your Account

Transfer Funds to Your New SDRA

Set Up the Deal

Direct Custodian to Make the Investment

Complying with the Rules

Info for Advisors with Broker Dealers

Info for Investment Sponsors

Info for Registered Investment Advisors

Frequently Asked Questions

LET AN EXPERIENCED ATTORNEY GUIDE YOU

Trust Frank Bridges to help you invest in your self-directed IRA in the right way. Self-directed retirement accounts are not limited to publicly traded stocks, bonds and commodities. You can choose from many other options. But adhering to the special rules involved to maintain your account's tax free status is key. Frank Bridges can help you throughout the process by:

Helping you establish your account and acquire assets with it
Maintaining an ongoing relationship to provide guidance and assistance for years to come
Preventing your retirement account from being disqualified by avoiding mistakes

ESTABLISH A SELF-DIRECTED RETIREMENT ACCOUNT

With a Self-Directed Retirement Account (a "SDRA") you can make investments in private companies, real estate, promissory notes, and a host of other options that probably isn't available to you from your traditional financial advisor. Your first step is to choose a qualified custodian and establish a self—directed IRA, Roth IRA, Solo(k), or SEP IRA. Then you transfer some of your existing retirement funds to your new account.

We can guide you through the process, and help you structure how you want your new account to hold your new investments.