FREE INVESTOR GUIDE

The Investorly Guide to Self-Directed IRAs

Considering an IRA that lets you invest beyond publicly traded stocks and funds? Start with a practical introduction to self-directed IRAs and the responsibilities that come with greater control.

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INSIDE THE GUIDE

Understand the account.
Keep the investment in focus.

Get an introduction to how a self-directed IRA works, how it differs from a conventional IRA, and the role of a specialized custodian.

01

How It Works

Start with the structure of a self-directed IRA and how investment choices differ.

02

Greater Choice

Explore the broader range of assets discussed in the guide.

03

Your Responsibilities

Keep due diligence and qualified professional guidance part of your process.

Already Evaluating an Investment?

Use our separate due-diligence checklist to organize questions about the sponsor, documents, economics and risks.

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This guide is provided for general educational purposes. It is not investment, legal, or tax advice and is not a recommendation regarding any offering. Private investments involve risk, including the possible loss of capital. Consult qualified professionals as appropriate to your circumstances.