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Research & Reports

We are dedicated to providing our members with the knowledge and research they need. We aim to be the leading educator and advocate for the growth and best practices of the self-directed retirement plan industry.

  • ACCOUNT-BASED SAVING HAS RISEN IN IMPORTANCE IN RETIREMENT

    March 2019: Research by Sarah Holden of the Investment Company Institute

  • TAKING THE MYSTERY OUT OF SELF-DIRECTED IRAs.

    May 2017: 3 Rules on Self-Directed IRA Investing into Private Equity & Real Estate