UDirect is a self-directed IRA that allows users to make their own portfolio that can include non-traditional investment options. It acts as an independent administrator that handles investment transactions that users dictate. In this article, we compared the most popular pricing options available.
UDirect Customer Reviews
As of the date this article was written (3/09/18), there are not a lot of user reviews of UDirect online. If you are a past or current UDirect customer, leave a review to help other users that are deciding whether or not to use the company.
UDirect Pricing
UDirect’s pricing starts at $275 per year, excluding the set-up fee of $50. It has a required $325 minimum account balance.
| Charges | Fees |
|---|---|
| Annual Fee | $275 |
| Setup Fee | $50 |
| Minimum Account Balance | $325 |
UDirect Features
Check out the list below for some of UDirect’s features.
- Investor education – “Learn to Earn” initiatives are provided to help users make more informed decisions about their investments.
- Complete and accurate information – Provides valuable information on other self-directed IRAs so users can maximize their retirement funds.
- Diverse set of assets – Non-traditional investments such as real estate, private placements, trust deeds, oil-gas-energy, and thinly traded or limited offering investments are some of many assets on offer.
Useful UDirect Resources
Self Directed IRA for Real Estate Investing: The Ultimate Guide – Need help in taking the step towards self directed IRA investment? We’ve created a guide to give you insightful information and tips.
How to Use Your 401k or IRA to Start or Buy a Business – Here, we discuss the best way to invest in a business using 401k or IRA.
How to Set Up a SIMPLE IRA Retirement Fund – Read this article to find more about setting up a SIMPLE IRA retirement fund for your future investments.
UDirect Overview Video
This video provides a quick background on how users can set up an account with UDirect’s self-directed IRA services.
Top UDirect Alternatives
Not sure if UDirect is the right fit for you? Read our reviews of all top self directed IRA companies for comparison.
