Your Retirement Money Has More Options Than You Think

​The term “Self-Directed IRA” is often used loosely. At many traditional brokerage firms, a self-directed IRA simply means that you make your own investment decisions—but your choices are still largely limited to stocks, bonds, mutual funds, and similar securities.

​A true Self-Directed IRA, or SDIRA, can provide access to a much broader range of investments, including real estate and other alternative assets.

​In this educational session, Brett Synicky of Sense Financial will explain how Self-Directed IRAs, Checkbook IRAs, and Solo 401(k)s work, how they differ from traditional retirement accounts, and how investors can use these structures to gain greater control and flexibility over their retirement savings.

​Brett brings more than 20 years of experience in real estate and investing. Sense Financial specializes in self-directed retirement accounts with checkbook control, including Self-Directed IRAs and Solo 401(k)s.

​If you have money sitting in an IRA, an old 401(k), or another retirement account, this session may help you discover investment options you didn’t realize were available.