Retirement Driven By You

As an independent administrator, iPlanGroup processes the investment transactions you direct us to do on behalf of your retirement account. Additionally, we provide account administration, recordkeeping and tax reporting for your account. iPlanGroup is where self-directed investors prosper by building and managing their wealth more efficiently and more effectively than ever before.

Invest In What You Know

Take control of your future.

Real Estate

Thinking about investing in a rental property? Experts say low home prices combined with low interest rates make this the best time in years to become a real-estate investor. Learn more →

Alternative Investments

There is an almost endless supply of things your can invest your IRA in. Give us a call to discuss your options. Learn more →

Free Retirement Blueprint

You want to self direct but don’t know where to start?
Download our completely FREE retirement blueprint!
limited liability company

If LLCs are so safe, why do I need more
than one to protect my assets?

If LLCs are so safe, why do I need morethan one to protect my assets? LLCs ...
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The Individual 401(k)

The Individual 401(k)—also known as “The Solo 401(k)” or “the Solo (k)”—works much the same ...
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Your 401k Contribution Limits for 2015

One-Participant 401(k) Plans A one-participant 401(k) plan is sometimes called a: Solo 401(k) Solo-k Uni-k One-participant ...
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CESA Basics

Funding a college or university education can be tough. On top of hunting for all ...
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28011 Clemens Road, Suite B
Westlake, OH 44145
P: 855-604-7526 (1.855.60i.Plan)
F: 440-815-2214