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Take Control of
Your Retirement with
Self-Directed IRA.
Let Us Show You How!

Request a free consultation with one of our retirement specialists to discuss how a self-directed IRA or 401k could work for you.

WHAT WE DO

At Investar, we work with you to establish your needs and retirement goals. Then we connect you with our network of trusted self-directed administrators and custodians. An entire world of alternative investment possibilities awaits you! Let one of our experienced retirement specialists help you harness your financial freedom and make the most of your retirement.

WHY SELF-DIRECTED RETIREMENT ACCOUNTS?

Self-directed retirement accounts combine the security of traditional investment accounts with the earning potential of alternative asset investments. This means that you’re in charge of your financial freedom! Self-directed accounts allow you the flexibility of investing in stocks and bonds, as well as precious metals, real estate, etc. (some restrictions apply). Your diverse interests can go to work for you without as many fees as a traditional retirement account.

SCHEDULE A FREE CONSULTATION

How does it work?

  1. After converting your traditional retirement account to self-directed, you perform due diligence to invest in assets of your choosing (some restrictions apply).
  2. To help you with your self-directed IRA, it’s recommended to find a custodian to administer for the account.
  3. Then start enjoying unlimited earning potential.

Additional Services

In addition to self-directed IRAs, we can help you with other retirement goals. Our specialists will provide the support you need to make the most-informed decisions for your retirement plan.

401(k) and 403(b)

An excellent option and the standard plan for employees for the government or companies. Learn More >>

Solo 401(k)

Self-employed? If you don’t have any employees (other than your spouse) this is a versatile retirement option.
Learn More >>

IRA

SIMPLE (Savings Incentive Match Plan for Employees) IRAs are designed for small business owners or the self-employed.
Learn More >>

Simple IRAs

 A SEP (Simplified Employee Pension) IRA is meant for small business owners and can only be opened by an employer.
Learn More >>

SEP IRAs

 Similar to a traditional IRA except that you’ll be taxed when you deposit the money as opposed to when you withdraw it.
Learn More >>

Roth IRA

 If you want more investment options including undeveloped land, cryptocurrency, water or mineral rights, livestock, real estate, and more.
Learn More >>

Investment options

Health Savings Account

A Health Savings Account, or HSA, is a savings account that can be used to pay for certain medical expenses for the individual and their dependents. A HSA must be paired with a HSA-qualified health plan. The HSA allows you to make pre-tax contributions to a savings account that can be used to pay for your medical expenses. Money can be deposited into an HSA for immediate use, or long-term savings, thus allowing you to pay some medical expenses prior to the money being subject to income tax. HSAs also earn tax-free interest.

At the age of 65, HSA funds can be withdrawn for any reason and are then taxed as income. However, you can still use the funds tax free if they are being used to pay pre-qualified medical expenses. Because interest and investment income earned on an HSA are not taxed, HSAs are great retirement savings accounts.

HSA Qualified Medical Expenses (QMEs):

  • Acupuncture
  • Birth control
  • Chiropractor
  • Contact lenses
  • Dental treatment
  • Prescription eyeglasses
  • Fertility enhancement
  • Hearing aids
  • Lab work
  • Medical supplies
  • Physical exams
  • Prescriptions
  • Orthodontia
  • Radiology
  • Stop-smoking programs
  • Surgery (non-cosmetic)
    Therapy

Convert Your 401K or IRA over to Self-Directed

Loan yourself money from your 401k or IRA if you convert them to a self directed 401k or self directed IRA. Pay off credit cards, car loans, or loan yourself money for almost anything. You will still have to pay back the loan with interest but the interest is lower and you get to keep the interest, not a bank.

SCHEDULE A FREE CONSULTATION

  • 1 (866) 865-1104
  • 904 North 1400 West St. George, Utah 84770
  • Monday – Friday 9 AM – 5 PM MST

Contact us