Self-Directed IRA Solutions (SDIRA)

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A Self-Directed IRA (SDIRA) is a retirement account that gives investors the ability to invest in alternative assets — including private placements, real‑property‑backed projects, and Reg D offerings.

Unlike traditional IRAs, SDIRAs allow investors to diversify beyond the stock market and into real‑asset opportunities engineered for long‑term growth.

Origin Forge builds the capital pathways that connect SDIRA investors to structured Reg D offerings.

Reg D 506(c) offerings allow accredited investors to participate in private placements. SDIRAs allow those same investors to use retirement funds — not cash — to invest.

This creates a powerful combination:

• Reg D = access to private placements
• SDIRA = access to rollover capital

Most investors have far more capital in retirement accounts than in checking accounts. This is why SDIRA pathways dramatically increase investor participation.

Investors can convert the following into SDIRAs:

• Traditional IRA
• Roth IRA
• SEP IRA
• SIMPLE IRA
• Solo 401(k)
• Former employer 401(k)
• Profit‑sharing plans

All of these can be rolled into a Self-Directed IRA and used to invest in Reg D offerings.

These are the current IRS limits:

• $7,000 per year (under age 50)
• $8,000 per year (age 50+)

Rollovers have no limit.

This is the most important SDIRA fact for your Reg D page.

Investors can roll over:

• $50,000
• $100,000
• $250,000 
• $500,000+

There is no IRS cap on rollover amounts. 

This is why SDIRA pathways are gold for Reg D offerings. 

PEOs serve business owners who often:

• qualify as accredited investors
• have rollover‑eligible retirement accounts
• have SEP/SIMPLE IRAs
• have Solo 401(k)s
• have profit‑sharing plans
• want alternative investment options

Origin Forge builds the bridge between PEOs, business owners, and Reg D opportunities.

1. Investor opens a Self Directed IRA   Through a qualified custodian.

2. Investor rolls over retirement funds   No taxes, no penalties, no limits.

3. Investor directs the SDIRA to invest in a Reg D offering   The custodian sends funds directly to the offering.

4. The SDIRA owns the investment   All gains flow back into the SDIRA tax‑deferred or tax‑free (Roth)..

• Tax‑deferred growth
• No capital gains tax
• Taxes only at retirement distribution

• Tax‑free growth
• No capital gains tax
• No tax at distribution
• No tax ever (if rules are followed)

This is why investors prefer SDIRAs for private placements.

When combined, SDIRAs and Reg D offerings create:

• larger average investment amounts
• tax‑advantaged growth
• long‑term investor alignment
• diversification beyond the market
• real‑asset investment opportunities

Origin Forge engineers these pathways for businesses, projects, and investors.

 Let’s build the SDIRA pathway that unlocks your Reg D capital.