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RELAX-We Have Your Retirement Covered
Three Simple Steps
Open a Self Directed IRA Account
Choose from a Roth, Traditional, or SEP Self-Directed IRA, HSA, or Solo 401k.
Need assistance? Contact IRA Club to speak with a professional team member. We want to ensure all your questions are answered.
Fund Your Account
Once your new Self Directed IRA, HSA, or Solo 401k account is open, there are a few options for funding the account.
IRA Transfer
Previous Employer Plans; 401k, 403b, 457b, 503, TSP Rollover
Contribution
- Check
- Wire transfer/ACH
- Credit Card
*Please note that contributions charged on a credit or debit card will be assessed a 3.5% processing fee
Select the Investment
Remember, with a Self Directed IRA you pick the investment. Contact IRA Club so we can walk you through the process of your specific investment.
Investment Benefits
Tax Advantaged Retirement Accounts
Diversified
Portfolios
True
Flexibility
Resource Center
IRA to IRA Transfer Form
This form provides the information for IRA Club to request funds from an IRA at another firm.
Webinars
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Contact
SPG would be happy to answer any inquiry you might have about your financial affairs, becoming an agent, or any other questions.
Connect with IRA Club to learn more about personalized administrative services for a variety of tax advantaged plans such as Self Directed IRAs, HSAs, and Solo 401(k)s.
Looking to expand your IRA knowledge?
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