Our Process - IRA Club

Our Premium Services

As a valued client, you can expect to have your own dedicated Personal Account Manager who will take care of all your account needs while ensuring IRS compliance. With unlimited account growth potential, low, flat fees, and complimentary allowable transaction review, you can rest assured that your investments are in good hands.

Experience our hassle-free, streamlined e-signature processes and gain access to our extensive Resource Center, providing you with the tools and knowledge to make informed investment decisions. At IRA Club, we strive to make self-directed investing easy and accessible to everyone.

 

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Transfer funds from an IRA at another firm.

Complete the IRA to IRA Transfer Form.
Please note that the transfer process time frame varies with each trustee, so expect it to take 1-3 weeks for funds to arrive.

 

 

Rollover a previous employer plan.
If you had a 401k, 403b or TSP through your old employer, our team will walk you through the rollover process. Processing times may vary.

 

 

Make an Annual Contribution

Start a brand new account with a contribution and add funds each year. Make sure to double-check your contribution limit. 

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Identify an Investment

A Self Directed IRA allows you to choose your own investments. Please don’t hesitate to contact IRA Club for assistance to ask a compliance question. Need inspiration? We invite you to explore and do some research on Investor’s Row!

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