At Accuplan Benefits Services, you have access to the most diverse range of assets in the self-directed IRA industry. When you have the freedom to choose what your retirement accounts are invested in, you’re more invested in your future.
Accuplan’s self-directed IRA professionals have over 25 years of experience administering retirement accounts for over 10,000 investors.
While standard IRAs from brokerage firms and banks limit your investment options, our self-directed IRA has the power to invest in a wide range of alternative assets. Popular options include real estate, loans, precious metals, and more.
Accuplan essentially secured my retirement by letting me invest my IRA funds into a rental property which has not only produced $3000+ per month in income but whose value since 2011 has increased from $325 to $1.1 million. I'm set! Plus I did not have to check my account value anytime the stock market had a bad day. Peace of mind in other words.
Great investment company, they are very supportive in opening and closing the investment and handling the IRA account. They are a helpful and positive staff to work with.
I have needed quick funds turn around on several occasions. They have always come through. Both the local and main offices have always been very helpful. I'm a long-time client and feel their fees are very competitive for large accounts.
Traditional self-directed IRAs have tax-deferred investments so you won’t be taxed until you take a withdrawal.
Self-directed Roth IRAs use post-tax dollars in their contributions so that your funds can grow and be tax-exempt upon withdrawal.
In a turbulent economy, investing in a single asset class leaves you vulnerable to severe downturns.
By diversifying your investment portfolio in a self-directed IRA, you protect your retirement and mitigate risk. Diversify your portfolio with:
Accuplan offers a genuinely self-directed IRA that allows you to completely customize your retirement portfolio. In addition to our SDIRA services, we also offer IRA LLC creation, HSAs, and retirement solutions for self-employed individuals and small businesses.
1. Complete the Application
Investing has never been easier with our intuitive investment platform.
To invest your IRA funds, you will fill out a direction of investment (DOI) form, found on your account dashboard. From there you can easily self-direct your tax-advantaged funds.
Personal information you will need:
2. Fund Your Account
3. Start Investing
To fund your account, options are: