Simple, Flat Fees
NO asset value fees, transaction fees, wire fees, asset purchase fees, or research fees.
Start Your FREE Account Today – No Obligation Until You Fund Your New Retirement Plan!
Self-Directed IRA
Complete Control (LLC)
$999
one-time-fee
$360
per year*
*Paid annually, quarterly, or monthly after first year.
- 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
- Get our annual compliance service, included the first year and just $199 thereafter
- We handle all IRS reporting and administration
Self-Directed IRA
We do everything
$0
one-time-fee
$360
per year*
*Paid annually, quarterly, or monthly after first year.
- 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
- We handle all IRS reporting and administration
Solo 401(k)
For self-employed
$999
one-time-fee
$199
per year*
*Beginning in second year
- 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
- Save up to $64,500 and borrow up to $50,000 tax free
ROBS
Invest in business
$2500
one-time-fee
$100
per month*
*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
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