The Self-Directed advantage

Flexibility

The Raymond James Self-Directed IRA allows many different investment options, including stocks and preferred securities, corporate bonds, government securities, open- and closed-end mutual funds, variable annuities, CDs, and REITs.

Recordkeeping

Raymond James, as custodian, receives the contributions, provides detailed records of transactions, prepares statements reflecting all assets, makes distributions based on your instructions and handles the tax reporting. You receive a consolidated statement reflecting all account activity during the year.

Simplicity

If you maintain IRAs at more than one institution, it may be time-consuming and difficult to gather information and maintain records. Combining your assets in one IRA has distinct advantages. Transferring IRAs held elsewhere to a Raymond James Self-Directed IRA can be done quickly and easily.

Cost effectiveness

At Raymond James you can maintain your IRA for one reasonable annual fee. In fact, IRAs with a value of $250,000 or more pay no annual fee.

Getting started

There is a lot to consider when taking a distribution from a company retirement plan. We can help you maximize your assets by determining which alternatives are most appropriate for you, based on your retirement goals. Then, together, we'll monitor your portfolio to maintain an appropriate investment mix. Please contact us today to get started on building a sound financial base for your retirement.