More choice over where you invest
A self directed IRA can open up investment choices beyond your former employer's plan menu, including real estate and private funds. You decide which opportunities to explore.
Self directed IRA investing
Take Control of Your Retirement Investments
You've worked hard in medicine to build your retirement savings. But between patient care, changing hospitals, and keeping up with life, an old retirement account can be easy to leave on autopilot.
Eligible money from a former employer's 401(k) or 403(b) may be rolled into a self directed IRA, giving you more choice over where you invest for your future.
Book Your Investment Review
Let's talk about the possibilities. You don't need to have an IRA set up to ask questions.
More choice. Same retirement purpose.
A self directed IRA is a retirement account with a custodian that allows a broader range of investments. It isn't about cashing out your savings. It's about exploring what you can do with them inside a retirement account.
Why consider it?
Your savings. More possibilities.
Use money you've already saved
Eligible retirement funds may give you another way to invest without committing additional money from your checking account. Your retirement savings stay focused on your future.
Invest with your goals in mind
You can consider investments that fit your retirement goals, whether you're exploring potential income within the account or a different mix of assets. More choice gives you more to consider, not a promise of better results.
A useful place to start
Have You Left Retirement Money Behind?
If you've moved between hospitals, practices, or employers, you may have retirement benefits you haven't kept track of. The Department of Labor's Retirement Savings Lost and Found can help you locate reported benefits from former private employers.
Find Your Old Retirement Accounts
Changed hospitals or employers? Check for retirement money you may have left behind.
Find My Old Retirement AccountsYou'll verify your identity on the official government website, not here. The database doesn't cover every hospital plan, including government and certain religious employer plans, or IRAs. A match doesn't guarantee money is still owed. If your plan isn't listed, contact your former employer or plan administrator.
Retirement funds and real estate
Explore Another Way to Invest
The North Square Capital Debt Fund accepts investments through self directed IRAs, subject to the fund's eligibility requirements and terms. If you're curious about using eligible retirement funds, we can discuss the investment and help you understand what questions to bring to your custodian.
Explore Current OfferingsBook Your Investment Review
Start with a conversation, not a commitment.
Educational information only, not individualized investment, tax, or legal advice. More investment choice doesn't guarantee better results. Fees, investment risk, and retirement account rules still apply. Rollover eligibility and tax treatment depend on your account and circumstances. Review your options with your plan administrator, custodian, and qualified advisers before making a decision.
Learn more: IRS rollover guidance and SEC information on self directed IRAs.