We'll help you with your IRA

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.