WHY SELF-DIRECT?

With a Self-Directed Individual Retirement Account (IRA) you have full control of your retirement fund.
The term IRA is used to describe individual retirement accounts and individual retirement arrangements.

Profits on Investments

Tax-free profits, asset protection, tax deductions, as well as estate planning, you’re able to make tax-free investments in assets that are familiar and comfortable to you. By using your Self-Directed IRA to invest in real estate, you’re investing in a tangible asset. Investing in real estate also provides the potential of generating a passive income stream for you to utilize, while at the same time protecting your initial investment.

Control Debt

With advances in medicine constantly increasing life expectancy and the fact that social security is projected to run dry by 2040, there couldn’t be a better time to consider a Self-Directed option. As a result of increased life expectancy are additional healthcare costs for seniors. According to the Employee Benefit Research Institute, the debt load for seniors has soared from 1992-2004; during that time the percentage of households 55 and older saw their debt grow faster than the rate of population growth.

Simplicity

Traditional financial planners have complicated fee structures, generally not designed to favor the investor’s best interests. As a Self-Directed administrator, iPlanGroup has simple, straight forward pricing, allowing you to concentrate on what’s important- your investments.

Our Process

Make a contribution using a Deposit Coupon, initiate a Rollover, or Transfer funds from an existing IRA or 401(k).
The original Transfer Form is required along with a copy of your recent account statement from the resigning custodian.
If you are transferring existing assets into your iPlanGroup IRA, a brokerage application and ACAT is needed for in-kind stocks, bonds, mutual funds etc..

1

Open Account

2

Fund Account

3

Find Investment

iPlanGroup has no responsibility or involvement in selecting or evaluating any decisions you make for your account and cannot offer any investment, legal, or tax advice. We cannot guarantee, endorse, accredit, certify, or back any investment. We strongly encourage you to consult with the appropriate professional(s) licensed in that area before entering into any type of investment.

Free Strategy Session

For more information on what a Self-Directed IRA can do for you,
Schedule your FREE 30-Minute IRA Strategy Session Today!

Schedule Today