The freedom to take control of your financial future.
You may have very different ideas about retirement than your friends. Now your retirement plan can match your unique point of view. If you own financial assets that don’t fit neatly into regular plans and prefer to chart your own course, a UDirect Account may be the solution. It offers similar tax advantages to other IRAs, but it's designed for those whose investment choices veer away from stocks and mutual funds and toward limited partnerships, real estate holdings and closely-held stocks, among other asset types.
- The United Bank Wealth Management team serves as custodian for your Self-Directed IRA
- You make your own choices while benefiting from our expertise and service
- Choose specific opportunities based on your own investment knowledge
- Capitalize on one-of-a-kind opportunities
- Roll over existing retirement savings
- Target greater returns while maintaining tax-advantaged investing
Self-Directed IRA Forms
Please use the forms below for account and asset maintenance. Forms will open in new window.
Get Started
For more information about the UDirect Self-Directed IRA from United Bank, please reach out to Brandy Smith, our Self-Directed IRA Administrator, at 770-412-4948 or udirect@unitedbank.net.
♣United Bank Wealth Management services are: not FDIC-insured, not bank-guaranteed, may lose value, not a bank deposit, not insured by any federal government agency.
United Bank is a full-service financial institution serving customers in Middle Georgia.