Finding the right path can be difficult when considering your options as a self directed investor. There are so many avenues to choose from! We’re rolling out tools that can help you prepare for your decisions.

Roth Conversion Calculator

If you already have funds in a Traditional IRA, SEP IRA, or a Simple IRA – as well as even 401(k)’s, you may want to evaluate the option of converting those funds to a Roth IRA. Though you may face some short-term costs to pay additional taxes to recharachterize your account, you may be able to earn dramatically more tax-free money within a Roth. Our Roth Conversion calculator allows you to maximize your returns and minimize your tax obligations.

Portfolio Analysis

Take complete control over your investment portfolio. Our analysis tool allows you to evaluate the potential future performance of your portfolio – taking in to account the future market conditions (ranging from a near-term recession to a booming economy) and the distribution of investment assets across your entire self directed portfolio. We even provide  a roadmap to help you transition from your current mix to your new investment plan.

 What Retirement Account is Right for Me?

This innovative calculator allows you to set your retirement time horizon and your expectations of the overall market – as well as your tax burden – to look at your options between Traditional and Roth IRA accounts. This is a crucial decision that shouldn’t be taken lightly!

Compound Interest Calculator

One of the most powerful forces that an investor can rely on is compound interest. The ability to generate extraordinary amounts of returns over the long term by using compounding interest has benefited millions of smart investors. Use this calculator to evaluate any sort of investment opportunity to get a starting point for how valuable it may become.

How Can We Help You?

Our team of experienced Self Directed Investment professionals are here to help answer your questions. We have years of experience and have seen nearly every type of account, investment, tax issue, funding method, and question imaginable. Give us a call and let us offer our expertise.