Asset Management & Transactions

This section explains how to navigate activity inside your account before you submit any paperwork. You will find step-by-step process overviews for common transactions, including how to submit a request and what to expect after submission. This is operational guidance only. Required forms are located in the Forms Library.

Tax & IRS Reporting

This section is educational only. It is designed to help you understand how your Self-Directed IRA is reported to the IRS and what your responsibilities may be. It does not replace tax advice, but it provides clarity around the most common reporting topics. These topics include 1099-R & 5498 tax documents, fair market valuations of assests, required minimum distrubutions, and contribution limits.

Forms Library

All required forms are organized here by transaction type. If you are ready to take action, this is where you will find the correct paperwork to complete and submit.

If you are unsure where to submit a completed form, visit Contact & Departments.

Contact & Departments

Each transaction type is assigned to a specific team member to ensure clarity and efficiency. If you have a question about a request, need to confirm submission details, or are unsure who handles your transaction, this section outlines exactly who to contact.