A Self-Directed Individual Retirement Account (IRA) is a type of Individual Retirement Account (IRA) offering alternative investments for retirement savings. Some examples of these alternative investments are: real estate, private mortgages, private loans, private company stock, oil and gas limited partnerships, precious metals, horses, and intellectual property.

As SkyOak, we offer a Self-Directed IRA Services & Administration led by Tracy Ronningen, our Director of Retirement Services who has specialized in Self Directed IRAs & Specialty Assets for over 16 years. Tracy and his team offer services to IRA account holders who need assistance and /or expertise in facilitating non-traditional investment transactions. SkyOak’s custodian for Self Directed IRAs & Specialty Assets is Equity Institutional.

Through SkyOak’s Self Directed IRA Services, Tracy Ronningen and his team will help you understand the rules and regulations pertaining to certain prohibited transactions and will provide administrative services on behalf of you, the self-directed IRA owner and the custodian, Equity Institutional. Self-directed IRA custodians, such as Equity Institutional are equipped to handle the increased complexity of documentation required for transactions involving alternative investments.