About SDRA Services

We offer comprehensive services for investors and business organizers using self-directed retirement accounts (SDRA™) for capital financing.
Investors need guidance and assistance to:

  • Understand how self-directed retirement accounts work
  • Choose a qualified custodian
  • Establish a self-directed retirement account
  • Design and implement the investment structure
  • Direct the custodian to make the investment
  • Avoid prohibited transactions that could disqualify their account
  • Avoid “surprise” unrelated business income tax
  • Keep the investment in compliance with rules as time goes by

Business organizers and entrepreneurs who want to attract SDRA capital need guidance and assistance to:

  • Tailor their venture to the needs of SDRA investors and custodians
  • Prepare offering materials that accommodate the special tax and Labor Department rules that apply
  • Facilitate the investors’ investment directives to the custodian
  • Avoid unnecessary fiduciary obligations
  • Facilitate the transfer of funds from the custodian to the venture

      • That is what we do.