Simple, Flat Fees
Start your FREE account today. No obligation until you fund your new retirement plan!
is here; included in all IRA & 401(k) plans.
Self-Directed IRA
We do everything
$0
one-time fee
$400
per year
Plan Highlights
- No wire fees or check fees
- One low flat annual fee
- No asset value fees
- No transaction fees
- No minimum balance (with a credit card on file)
- Invest in real estate and more tax free
- Use a traditional, Roth, SEP, or SIMPLE IRA to invest in almost anything
- Annual Compliance Service inc. for 1st year (Click for details)
- We handle all IRS reporting and administration
- Audit Support
Self-Directed IRA
Complete Control (LLC)
$999
one-time fee
$400
per year
Plan Highlights
- No wire fees or check fees
- Checkbook Control means making investments is as simple as writing a check
- Invest in real estate and more tax free
- No minimum balance (with a credit card on file)
- No asset value, transaction, or hidden fees
- Use a traditional, Roth, SEP, or SIMPLE IRA to invest in almost anything
- Annual Compliance Service inc. for 1st year (Click for details)
- We handle all IRS reporting and administration
- Set up a Multiple Member LLC with two or more IRAs for just $1,250
(a $748 savings) - Audit Support
Solo 401(k)
For self-employed
$999
one-time fee
$399
per year
Plan Highlights
- Best plan for self-employed individuals
- No minimum balance (with a credit card on file)
- Invest in real estate and more tax free
- No account fees
- No asset value or transaction fees
- Get checkbook control
- Compliance Services Included (Click for details)
- Save up to $73,500 and borrow up to $50,000 tax free
- Audit Support
ROBS
Invest in business
$3500
one-time fee
$100
per month
Plan Highlights
- Start or grow a business tax free
- Earn a salary and invest in yourself
- Take advantage of low corporate tax rate
- Retain key employees by offering a 401(k) plan
- Accessing your retirement funds can prove expensive if not structured properly. That’s why it’s important work with trained specialists at IRA Financial
- Audit Support
My wife and I have decided to take control of our own IRAs. Using IRA Financial Group has been very simple. Our account manager is very accessible and responsive. The service received compared to the price paid is very good.
William DavisOregon
My needs certainly required service above and beyond normal expectations and IRA Financial Group delivered! I needed to set up a Self-Directed IRA Coverdell with Checkbook control for my daughter before her 18th birthday, which was just days away. IRA Financial Group pulled off the unlikely and I couldn’t be more thankful. I’m recommending them to all my friends and family!
Neil PalmquistNew York
I contacted more than nine IRA product providers before I happened upon IRA Financial Group. I was astounded to find myself talking to one of the owners and senior managers, a widely-published authority on IRAs. The process was straightforward, the fee very competitive. As a tax advisor, I have confidence IRA Financial Group will be there to keep my plans active an compliant. Thank you!
John MohrMaine
Thank you so much! You and your team have made this a wonderful experience for us. We are very grateful for your step by step help. We have already shared our testimony with our family and friends!
I really appreciate all the links you shared and the reminders along the way. I am excited to start earning income from the rental and I know that the income will provide us with additional security in an uncertain economy! Thanks again for all your help, we couldn’t have done this without you!
The PadillasCalifornia
My corporate marketing role was eliminated after 15 years. It gave me the idea to finally start working for myself. But then fear set in and for weeks I felt paralyzed. I didn’t know how to make it happen. The professionals at IRA Financial Group helped me take the leap of faith I needed and now I’m operating and feeling so confident backed by a strong support network at IRA Financial Group. It’s so worth the investment.
Tekisha BooneMinnesota
Previous
Next