Self-Directed IRA

Open, fund, and manage a self-directed IRA inside CheckSmith.ai.

What a Self-Directed IRA Is (and Isn't)
A plain-English intro to SDIRAs before you open one.
Open Your SDIRA with the Setup Wizard
The guided flow that walks you from eligibility check to funded account.
Add Your IRA Holdings
Record each asset the IRA owns so valuations and contributions stay accurate.
Log Contributions and Annual Valuations
Track new contributions and update fair market value at year-end.
Understand Year-End IRA Forms
A quick tour of Forms 5498, 1099-R, and how CheckSmith.ai helps.