Self-Directed Accounts | Masala Capital Inc

Self-directed investments...

Plan and save for retirement or education through a Self-Directed account

SDIRA Onboarding -

Our team helps with determining one's eligibility to conduct certain transactions through an SDIRA, and additionally, helps with account opening, funding, IRA LLC formation, and other processes.

Compliance & Reporting -

Our team takes a proactive approach to help clients periodically review transactions, ensure compliance with prohibited transaction guidelines, and avail guidance on periodically reporting the value of their holdings.

Financial Planning -

Help with long-term financial planning needs structured around saving for retirement, education, and/or other financial planning needs, with guidance on implementation and ongoing support.

Investment Advice -

Guidance on evaluating investment opportunities, selecting an investment strategy, structuring an investment policy statement, and implementing selected strategies and techniques tailored based on the client's financial circumstance.

SDIRA Process

Free SDIRA Kit

Self-Directed Account Process...

01.

Choose investments that you would like to make.

02.

Open an account with a Self-Directed account custodian.

03.

Fund your account through transfer, direct rollover, or contribution.

04.

Invest with freedom and control while enjoying tax benefits.

05.

Manage assets, valuations, and reporting with ease.

Continue

SDIRA Kit

Brief:

Interested in transacting in a different range of investments through an IRA? Get freedom and control over your investments by conducting your transactions through a Self-Directed IRA.

Please complete the form to obtain your free SDIRA Kit.

Asset types:

IRA LLCs | Private placements |

Precious metals | Real estate | Promissory notes | etc.