Save 10% Until Fri., Nov. 15th! Learn More.
Please note: Our offices will closed Mon, 11/11 in observance of Veterans Day.

Contact our Self-Directed Experts. (800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts.
(800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message

Self-Directed IRA Plans

Questions? Text us at (845) 253-9306.

Self-Directed IRA Plans 2019-09-04T13:30:58-05:00

We Offer Both Types of Self-Directed IRAs:


Plan Features

Custodian

Custodial Fees

Transaction Fees

Asset-Based Fees

Lifetime, Free Customer Support

Traditional and Roth IRAs Available

Formation of a Specialized LLC Designed to Hold IRA Funds 

Real-time Access to Your Funds

How You Can Make Investments

Available in All 50 States

Learn More

Self-Directed IRA


Also CAlled Custodial IRA Plan 

$100

Set UP Fee
(Includes Application and First Investment)

$60 per quarter

Yes

$0

Need to Contact Custodian

Self-Directed IRA with
Checkbook Control

Also called Checkbook IRA or IRA LLC

$1295*

SET UP FEE
*Price May Vary Depending on state llc set up fees 

$52 per quarter

$0

$0

Check, Debit Card, or Wire



Your text

Your text

Your text

Transaction Fees

Asset-Based Fees

Lifetime, Free Customer Support

Traditional and Roth IRAs Available

Formation of a Specialized LLC Designed to Hold IRA Funds 

Real-time Access to Your Funds

Self-Directed IRA

$100

Set Up Fee
(Includes Application and First Investment)

Custodial Fees:
$60 per quarter

Transaction Fees:
Yes

Asset-Based Fees:
$0

Lifetime, Free Customer Support:
Yes

Traditional and Roth IRAs Available:

Yes

Formation of a Specialized LLC Designed to Hold IRA Funds:
No

Real-time Access to Your Funds:

No

How You Can Make Investments:
Need to Contact Custodian



Plan Features

Custodian

Custodial Fees

Transaction Fees

Asset-Based Fees

Lifetime, Free Customer Support

Traditional and Roth IRAs Available

Formation of a Specialized LLC Designed to Hold IRA Funds 

Real-time Access to Your Funds

How You Can Make Investments

Learn More

Self-Directed IRA with Checkbook Control

$1295*

Set Up Fee
*Price May Vary Depending on State LLC Set Up Fees 

Custodial Fees:
$52 per quarter

Transaction Fees:
$0

Asset-Based Fees:
$0

Lifetime, Free Customer Support:

Yes

Traditional and Roth IRAs Available:

Yes

Formation of a Specialized LLC Designed to Hold IRA Funds:

Yes

Real-time Access to Your Funds:

Yes

How You Can Make Investments:
Check, Debit Card, or Wire

Based on your investment strategy, let’s find which plan’s fee structure offers you the best value:


Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

Contact Our Self-Directed Experts

[gravityform id="18" title="false" description="false"]

Join Our Newsletter!

Thanks!

Contact Our Self-Directed Experts