What is a self-directed IRA (SDIRA)?
Self-directed accounts give investors the ability to hold alternative assets within a tax-advantaged structure, offering greater flexibility and diversification than traditional retirement plans.
A self-directed IRA from Provident Trust Group gives you the flexibility to invest in a wide range of alternative assets—such as real estate, private equity, and precious metals—beyond traditional stocks and bonds.
As your custodian, Provident Trust Group provides the tools and support to help you take control of your retirement strategy and invest on your terms.
Retirement accounts built for broader investing
Self-directed retirement accounts allow investors to put retirement dollars to work across a wider range of investment opportunities. Choosing the right account type and understanding available investment options is key to building a strategy aligned with long-term objectives.
Start by choosing the right account type, then explore the investment options available within that structure.
Why choose a self‑directed retirement account?
Investment control
The account owner makes all investment decisions so they can invest in assets that align with their interests and experience.
Portfolio diversification
Client have the option to explore a broader range of assets beyond the stock market, offering potential exposure to different market dynamics.
Tax advantages
Earnings within the account aren’t taxed until withdrawal, which may occur when clients are in a lower tax bracket.
Self‑directed retirement accounts are often best suited for investors who understand alternative assets or who work closely with financial and tax professionals.
How to get started
OPEN AN ACCOUNT
Get started by completing a quick digital application. You’ll receive an email confirmation once your account is open.
FUND YOUR ACCOUNT
Once your account is open, you can add funds by transferring funds or completing a rollover contribution.
INVEST
When your account is funded, you’re ready to direct Provident Trust Group to make your investment.
Featured resources
Self-Directed Plan Comparison Chart
Cost‑of‑Living Adjustments (COLA) Flyer
