Phoenix Energy
Adam breaks down the process and demsytifies self-directed IRAs
LET'S BREAK IT DOWN
Investing in private assets like real estate or bonds using your IRA doesn’t have to be complicated — and we’re here to guide you every step of the way. Investing with your IRA, enables you to invest in private offerings without triggering any tax consequences. Whether you have a Traditional, Roth, or SEP IRA, or funds from an old 401(k) or 403(b), we make it easy to roll over your retirement savings into a qualified account. Our process ensures your investment earnings remain tax-deferred, and we even cover the administrative fees associated with these self-directed accounts. You’ll receive monthly interest payments deposited directly back into your IRA — all while maintaining compliance with IRS guidelines. We handle the paperwork, make the introductions, and ensure you understand the process before you invest. Let’s make your IRA work smarter.
ACCEPTED FUNDS
Traditional
Roth
SEP
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401k
403b
457
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TSP
Defined Benefit
Deferred Comp
HSA
Pension
self directed iras
Most self-directed retirement accounts can invest in our private offerings. To participate, you’ll need to roll over or transfer your account to a self-directed custodian. If you already have a self-directed IRA, you can invest through your existing custodian. If not, you can work with our preferred custodians:
RISE WITH PHOENIX
Find your account representative below and schedule a time that works for you. If you don't yet have a representative, meet with our general team, here.
Invest in Phoenix Energy. We offer fixed-rate corporate bonds for investors, with even higher rates available for larger investments within our Private Placement Offerings. Bonds may be purchased with qualified funds including some IRAs.²
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GET THE ANSWERS YOU NEED
We cover all custodial account fees—they don’t come out of your investment.
Yes. Custodians like PTC and IRA Club require you to keep $500 in cash in the account.
Example: To invest $100,000, move $100,500.
Excellent! We’ll send them our offering documents directly.
Reach out to us – we’ll connect you with the right team at Advanta IRA, Prefered Trust, or IRA Club and guide you through every step.
