ACAT Transfer Form

Let Us Guide You

Take a survey

I would like to generate money through passive investments

I Am Interested

Maybe One Day

Not for Me

IRA Club is offering an exclusive, all-in-one process assisting investors and clients to answer the question we hear time and time again, “What do I do with my IRA or Solo 401(k)?”. Let us help start the educational journey towards your future.

I am most interested in...

Building Wealth

Finding Investment Opportunities

Educating Myself First

Have you heard of a Self Directed IRA before?

Yes

No

IRA Club is offering an exclusive, all-in-one process assisting investors and clients to answer the question we hear time and time again, “What do I do with my IRA or Solo 401(k)?”. Let us help start the educational journey towards your future.

I am absolutely thrilled with the returns inside my IRA and/or other retirment vehicle?

Disappointed

Its OK, Can Be Better

Thrilled

I am concerned about the possible increase in taxes that can effect my captial gains

Very Concerned

Mildly Concerned

Little to No Concern

Would you prefer your retirement income to be:

Tax-Deferred

Tax-Free

Do you currently have a retirement plan?

Yes

No

Is your plan an

IRA Account

Old Employer Plan (401k, 403b, 457b, 503, TSP)

I am currently employed with a retirement plan

Did you know there are hundreds of interesting and potentially profitable investments you can make tax-deffered or tax-free within a retirement plan?

Generally, current plans from your employer aren't eligible for transfer until you are no longer employed by them. Until then...

IRA Club is offering an exclusive, all-in-one process assisting investors and clients to answer the question we hear time and time again, “What do I do with my IRA or Solo 401(k)?”. Let us help start the educational journey towards your future.

In order to recieve the best list of investments; What type of investor are you?

Accredited

Non-Accredited

Both

What constitutes an accredited investor?

*$200k individual income, $300k joint, or $1MM in total assets

To help us create your custom list of companies/investment offerings, tell us about yourself:

First Name

Last Name

Phone/Mobile

Email

Before you access your investment type, do we need to establish a Self Directed IRA account?

Yes (Establish your account in two simple steps)

No, Access Investment Opportunities

By submitting this form, you agree to receive text messages regarding educational marketing materials.

ACAT Transfer Form

DELIVERING FIRM INFORMATION *You must submit a copy of the delivering firm’s account statement with this request.

Please click SUBMIT on the form page after submitting HelloSign to complete your application

Accounts

Professionals

Company

Support

Let Us Guide You

Investors Kit