Your Self-Directed Solution

A retirement account that provides 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.

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A retirement account offered to those who are self- employed giving them the option to have some of the same tax benefits of a traditional 401(k).

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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. Our IRA or 401k account holders come from our providers who have advised their customers to open their checking accounts with Solera National Bank.

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Give your retirement investment a boost by leveraging our commercial 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).

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Providers help create all the plan documents for their Solo 401k or IRA with a step-by-step process and will help guide you with any other questions one may have about those services. Once the plan documents are completed and approved; that’s when we come in and open your chosen retirement checking account and this is what gives you access to buy investments through your IRA or 401k!

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