Self-Directed IRAs provide the same tax advantages and are subject to the same eligibility requirements and contribution limits as standard IRAs (Traditional and Roth), but they have two key differences: they provide you with the ability to invest in alternative assets and give you checkbook-control. We partner with your self-directed plan provider to make your experience simple and easy, while giving you every opportunity to maximize your retirement savings.
Self-directed checking accounts:
Solo 401(k) and Self-Directed IRAs provide you with flexibility. This type of account gives the customer discretion with their investments and complete checkbook control. We make things as simple as writing a check or swiping your debit card.
Prefer the simplicity of having Solera National Bank custody your IRA? Solera stands out as a leader in the self-directed industry. We’ve developed proprietary and specialized services to meet your unique retirement needs. We will facilitate transfers, rollovers and all pertinent tax forms.
Helpful IRA Documents, For Solera Custodial IRA account holders only:
- IRA Rollover Certification
- IRA Transfer Request
- IRA Contribution
- IRA Distribution Request
- Letter of Intent - Sample
Give your retirement investment a boost by leveraging our lending program. We can finance your investment in a single-family home, multi-family property (up to 4 units), condominium or townhome held in your Self-Directed IRA or Solo 401(k).
You’ll also benefit from:
Higher mobile deposit limits, secure incoming and outgoing wire transfer process, checks, debit cards, online banking, personalized support from our self-directed team.
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Contact us at: 303-937-6426 M-F, 9-5 MT or firstname.lastname@example.org