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.
1
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.
2
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.
3
Choose your Investment Alternative. Select an investment opportunity for your IRA or EZ(k) to purchase.
4
Process the Purchase Transaction. Your personal Self-Directed IRA Specialist will coordinate and process the investment and acquisition transaction.
5
Verify Documentation and Funding. We verify that the documents are accurate and complete, obtain your final authorization, then fund the asset purchase.
6
Custody and Administration. We custody the assets in your Self-Directed IRA, receive income, pay expenses, post all account activity and prepare statements.
