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Self-Directed Retirement Accounts for Alternative Investments

Midland IRA is about more investment control. We give our clients the options, flexibility and freedom to take their financial futures to places most can’t. This, together with a mindset that personal service is job number one, has made us one of the most trusted, most frequently referred firms of our kind in the country. To find out more, read on.

We think you’ll appreciate the Freedom to Invest™ we provide.

Frequently Asked Questions

Why should I choose Midland?

Midland IRA provides exceptional professional service on a personal level to our clients. With a combined 20+ years in our industry, our staff provides administrative services to ensure the elements of your self-directed investment accounts fall within the limits of IRS rules and regulations. Midland IRA also offers cutting-edge educational curriculum designed for all types of investors to learn how self-directed accounts have the potential to build wealth at a faster pace than traditional methods may. While we offer no investment advice or opinions, Midland IRA does allow you to achieve true investment freedom and the power of choice of your own investments.

How is Midland different from other IRA custodians?

Midland is not a broker/dealer and does not sell any investment products. This means we allow a wider range of investments within the accounts here. As we do not sell anything, we do not charge commissions. Instead, we have flat fees that are paid to hold alternative assets within the retirement accounts here.

What type of alternative investments can I purchase in my Midland IRA?

By law, the IRS prohibits life insurance and collectibles. Any other type of investment can be held in an account at Midland, such as; real estate, futures/forex, private equity, hedge funds, and more!

What am I responsible for as an account owner?

Since Midland is not a fiduciary, you will need to direct Midland on how you would like to invest your account. You will also be responsible for providing annual asset valuations to ensure proper reporting of your account value.

What am I responsible for as an account owner?

Midland has a dedicated service team available by phone to assist with any questions you may have regarding your account. Phone hours are Monday – Thursday from 8:00 am EST to 6:00 pm EST, and Friday 8:00 am EST to 5:00 pm EST (individual representative availability varies by location). Our service team is also available through email, online chat, and in-office and virtual appointments. As a Midland client, you will also have 24/7 access to your online Midland Client Portal where you can view all of your account details.

Does Midland only service retirement accounts?

While Midland does custody most retirement account types (Traditional, Roth, SEP, SIMPLE, 401k) we also service a wide variety of non-retirement accounts as well.

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