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Educational resources to help you take full advantage of your self-directed retirement account.

What is a Self-Directed IRA?

A self-directed IRA gives you the freedom to invest beyond stocks and bonds — into real estate, private equity, precious metals, cryptocurrency, and more.

Contribution Limits & Deadlines

Annual contribution limits are set by the IRS. Catch-up contributions are available for those age 50 and older.

Rollovers & Transfers

Move existing retirement funds into your Imagine IRA without triggering taxes or penalties when done correctly.

Prohibited Transactions

The IRS restricts certain transactions between your IRA and disqualified persons. We help you stay compliant.

RMDs & Distributions

Understand required minimum distributions and how to take qualified withdrawals in retirement.

Alternative Investments 101

Real estate, private notes, crypto, precious metals — learn how each fits a diversified retirement strategy.

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