Do you have specific ideas about how to invest the assets you have worked hard to build? We offer a program that allows you to control the selection and direction of your own assets, with a UDirect account from United Bank. With a UDirect account, the United Bank Wealth Management team serves as custodians for your IRA. This way, you make your own choices while benefiting from our expertise and service.
UDirect Self-Directed IRA
Build real value into your retirement.
- Choose specific opportunities based on your own investment acumen
- Capitalize on one-of-a-kind opportunities
- Roll over existing retirement savings
- Target greater returns while maintaining tax-advantaged investing
Self Directed IRA Forms:
- Self Directed IRA Summary(Opens in a new Window)
- Payment Authorization Letter(Opens in a new Window)
- Real Estate Sale Authorization Form(Opens in a new Window)
- Real Estate Purchase Authorization Form(Opens in a new Window)
- Promissory Note Letter of Authorization(Opens in a new Window)
- Asset Purchase Questionnaire(Opens in a new Window)
- Fair Market Valuation Form
For more information: