How to Take Control of Your IRA and Invest Beyond Stocks

Quick reminder… 

You’ve got about two weeks left to make your IRA contributions for the year. 

And before you check that box and move on, I want to remind you of a little-known strategic move that can completely change how that money works for you. 

Most People Do This

They fund their IRA… 

And it automatically flows into the same traditional investments they’ve always used. 

Stocks. 
Mutual funds. 
Target date funds. 

Nothing wrong with that. 

But it’s also why most portfolios end up looking exactly the same. 

The Move Most People Miss

Instead of just contributing… 

You can take a portion of your IRA and convert it into a self-directed account. 

Same tax advantages. 
Same contribution rules. 

Completely different level of control. 

Why This Matters

Because once your account is self-directed, you’re no longer limited to the standard Wall Street menu. 

You gain access to opportunities that most investors never even see. 

And for someone like you… 

A high-income, high-performing professional… 

That flexibility matters. 

What This Actually Looks Like

Here’s how simple this can be: 

You make your IRA contribution like you normally would. 

Then you decide… how much of that do I want to keep in traditional investments, and how much do I want to direct differently? 

From there: 

  • Open a self-directed IRA account. Our favorite provider is Directed IRA 

  • To open an account on your own START HERE. 

  •  HERE is a link for a more personalized experience (our recommendation) 

  • Move the desired portion over (this is typically a tax-free rollover) 

  • And then choose where to place those funds 

That could be: 

  • Real estate 

  • Gold or precious metals 

  • Oil and gas 

  • Private lending 

  • Venture capital 

You’re not replacing your strategy. 

You’re expanding it. 

Let’s Keep This Simple

This isn’t about going all in. 

It’s not about changing everything overnight. 

It’s about taking a portion of what you’re already planning to contribute… 
and positioning it differently. 

That’s it. 

Before the Deadline

As you’re finalizing your IRA contribution: 

  • Pause for a minute 

  • Ask yourself if all of it needs to stay in the same lane 

  • Consider carving out a portion to self-direct 

Because the contribution is important… 

But how you position it is what actually makes the difference. 

You’ve still got time. 

Use it wisely. 

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CALL US: 509-224-3844