Rollover Resources

The Advantage of Self-Direction

Rolling over a qualified plan distribution to a self-directed IRA opens the door to greater investment flexibility and control. A self-directed account is one where the account holder chooses where and how retirement assets will be invested.

The investment choices available through an IRA are generally much broader than what is typically available through an employer-sponsored plan. Depending on the investment firm chosen, the assets in an IRA can be invested in a wide variety of options, such as stocks, bonds, mutual funds, and even specialized options, such as limited partnerships, limited liability companies, or private placements.

Self-directed brokerage accounts are well-suited to investors who want more choices and greater control over their investment direction.