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Our Pricing

Simple and transparent pricing for Self-Directed retirement plans.

Self-Directed IRA Checkbook Controlled

Self-Directed IRA

checkbook controlled

$999 one-time fee
$180 per year

Get Started

  • Checkbook Control means making investments is as simple as writing a check
  • Invest in real estate and more tax free
  • No minimum balance requirement
  • Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
  • Get our annual compliance service, included the first year and just $199 thereafter
  • We handle all IRS reporting and administration

Self-Directed IRA Custodian Controlled

Self-Directed IRA

custodian controlled

$0 one-time fee
$360 per year

Get Started

  • One low flat annual fee
  • Invest in real estate and more tax free
  • No minimum balance requirement
  • Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
  • We handle all IRS reporting and administration

Solo 401(k)

Solo 401(k)

for self-employed

$999 one-time fee
$199 per year*

Get Started

*Beginning in second year.

  • Best plan for self-employed individuals
  • Invest in real estate and more tax free
  • No account fees
  • Get checkbook control
  • Save up to $63,500 and borrow up to $50,000 tax free

HSA & ESA

ROBS Solution

invest in businesses

$2500 one-time fee
$100 per month*

Call Us

*Beginning in second year.

  • Start or grow a business tax free
  • Earn a salary and invest in yourself
  • Benefit from the Trump tax plan
  • Retain key employees
  • Accessing your retirement funds can prove expensive if not structured properly. That’s why it’s important work with trained specialists at IRA Financial

Self-Directed IRA Checkbook Controlled

Self-Directed IRA

checkbook controlled

$999 one-time fee
$180 per year

Get Started

  • Checkbook Control means making investments is as simple as writing a check
  • Invest in real estate and more tax free
  • No minimum balance requirement
  • Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
  • Get our annual compliance service, included the first year and just $199 thereafter
  • We handle all IRS reporting and administration

Self-Directed IRA Custodian Controlled

Self-Directed IRA

custodian controlled

$0 one-time fee
$360 per year

Get Started

  • One low flat annual fee
  • Invest in real estate and more tax free
  • No minimum balance requirement
  • Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
  • We handle all IRS reporting and administration

Solo 401(k)

Solo 401(k)

for self-employed

$999 one-time fee
$199 per year*

Get Started

*Beginning in second year.

  • Best plan for self-employed individuals
  • Invest in real estate and more tax free
  • No account fees
  • Get checkbook control
  • Save up to $63,500 and borrow up to $50,000 tax free

HSA & ESA

ROBS Solution

invest in businesses

$2500 one-time fee
$100 per month*

Call Us

*Beginning in second year.

  • Start or grow a business tax free
  • Earn a salary and invest in yourself
  • Benefit from the Trump tax plan
  • Retain key employees
  • Accessing your retirement funds can prove expensive if not structured properly. That’s why it’s important work with trained specialists at IRA Financial