Self-Directed IRAYour Retirement, Your Rules
Break free from Wall Street's limitations. Invest in real estate, private equity, cryptocurrency, and more, all within your IRA.
What is a Self-Directed IRA?
A Self-Directed IRA (SDIRA) is a retirement account that gives you control over your investment choices. Unlike traditional IRAs limited to stocks, bonds, and mutual funds, an SDIRA allows you to invest in alternative assets like real estate, private companies, precious metals, and cryptocurrency.
With Heritage IRA as your provider, you get the freedom to invest in what you know and believe in. While we will handle the compliance, paperwork and IRS reporting. You make the investment decisions; we ensure everything stays within the rules.
What Can You Invest In?
The possibilities are nearly endless. Here are some of the most popular alternative investments.
Real Estate
- • Rental properties
- • Commercial buildings
- • Raw land
- • REITs
- • Fix-and-flip projects
Private Equity
- • Startups
- • Private funds
- • Venture capital
- • Private placements
- • Business acquisitions
Crowdfunding
- • Real estate platforms
- • Equity crowdfunding
- • Debt crowdfunding
- • Syndications
- • Peer-to-peer lending
Cryptocurrency
- • Bitcoin
- • Ethereum
- • Altcoins
- • DeFi investments
- • NFTs
Why Choose a Self-Directed IRA?
Tax Advantages
Enjoy tax-deferred or tax-free growth (depending on Traditional vs. Roth IRA), just like a standard IRA, but with alternative assets.
Diversification
Reduce risk by spreading your retirement savings across multiple asset classes beyond traditional stocks and bonds.
Invest in What You Know
Leverage your expertise in real estate, startups, or other alternative assets to build wealth for retirement.
Higher Return Potential
Alternative investments can offer higher returns than traditional assets, accelerating your retirement savings growth.
How Heritage IRA Supports You
We're not just a provider. We're your partner in alternative investing.
Compliance Expertise
We ensure every investment meets IRS regulations, protecting you from costly penalties and disqualifications.
Fast Processing
Our tech-first platform moves at the speed of your deals, so you never miss an investment opportunity.
Personal Support
Direct access to our expert team: no phone trees, no delays. We're here when you need us.
Take the Next Steps
Open your Self-Directed IRA with Heritage IRA and start investing in the assets you believe in.
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