Our team shares a singular focus on the needs of you and clearly defines the areas where we can add the most value to you.
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You control what you'd like to invest in. Perhaps a hobby or even precious metals. You call the shots on your investments.
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 Self-Directed IRA. iPlanGroup is where self-directed investors prosper by building and managing their wealth more efficiently and more effectively than ever before.
Take control of your future.
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 →
There is an almost endless supply of things your can invest your IRA in. Give us a call to discuss your options. Learn more →
Current Blogs Top 3 Ways to Invest Into Real Estate Using a Self-Directed Account A Self-Directed IRA is a powerful tool in your investing arsenal and there are many ...Read More Unrelated Business Income Tax (UBIT) Most investment gains in a retirement account are exempt from federal income tax according to ...Read More Precious Metals in your IRA: Gold, Silver, Platinum, & Palladium The IRS allows a variety of different tax-advantaged plans such as the Traditional IRA, Roth, ...Read More Invest in Income Generating Rental Properties Becoming a landlord isn’t always easy and it may be scary to some, but if ...Read More Sharon Heininger “Kayla… Thanks for supporting us with your exemplary service through this slloooow process” Ryan Wagner “Thanks so much Whitney for taking the time to help with the check issue. I appreciate you taking the time to conference on the phone too.” Jim Gilbert “You all are always so calm in explaining everything, you make it easy to understand my options.” Mike Gales “My wife and I had multiple accounts that needed transferred and the team at iPlanGroup was able to meet with us face to face, answer all of our questions, and have our accounts set up very quickly and without any hassle.” Ellen Tudron “I am so happy that a friend told me about iPlanGroup. They made the process of opening and funding my account so easy and quick that I was able to make a real estate investment the very first week!” Previous Next
“Kayla… Thanks for supporting us with your exemplary service through this slloooow process”
“Thanks so much Whitney for taking the time to help with the check issue. I appreciate you taking the time to conference on the phone too.”
“You all are always so calm in explaining everything, you make it easy to understand my options.”
“My wife and I had multiple accounts that needed transferred and the team at iPlanGroup was able to meet with us face to face, answer all of our questions, and have our accounts set up very quickly and without any hassle.”
“I am so happy that a friend told me about iPlanGroup. They made the process of opening and funding my account so easy and quick that I was able to make a real estate investment the very first week!”
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