
Donations to Your Church
Can my Traditional IRA make a donation to my church to satisfy the RMD? Yes, and we can take this even further. This method of making a charitable contribution to satisfy your Required

Can my Traditional IRA make a donation to my church to satisfy the RMD? Yes, and we can take this even further. This method of making a charitable contribution to satisfy your Required

Old Employer Plan Did you lose or change your job in the past year? Chances are, your old 401(k) or another retirement plan such as a 403 (b), 457, or

Cash Is Not King Ouch! This hurts to say. It goes against everything I have been taught. It goes against every old saying and everything that feels like what a

Post Election With the election behind us, it is time to look to the future of your wallet. With a new administration and a friendly Congress, we should expect a

Building Your Real Estate Portfolio There are two key factors we must consider when building a residential real estate portfolio: The projected cash flow and appreciation of the opportunity. The impact

Value Investing In the 1920s, a soft-spoken investor named Benjamin Graham did not follow the market herd, buying everything he could just because it was going up. Instead, Graham quietly

A peek into the future. There has never been a more crucial time to take control of your IRA. By personally managing your IRA, you are managing your future. Why is this

Now is your chance to take back control of your retirement. Since March, millions of Americans have lost their jobs. Every job loss brings a series of wrenching decisions: What

Life Settlements are a rapidly growing investment vehicle. If you are not familiar with life settlements as an asset class, see “What is a Life Settlement Investment.” Why do wealthy investors, investment bankers,

At the IRA Club, we make the process easy to open, fund, and invest your Self Directed IRA as we strive to give our clients A+ service. A Self Directed
The clearing broke that IRA Club uses does not support mutual funds. Please liquidate those positions before completing this ACATS transfer request. If you are not sure what your money is currently invested in, we highly suggest you contact your existing broker to find out.
Ira Club will still Establish retirement account however if mutual funds are not liquidated transfer of funds will not be initiated.
A. I currently hold (or am now in the process of opening) an account with IRA Club.
B. The designated third party on this form may seek information regarding the above-captioned account.
C. The designated third party may not transfer funds, transfer assets, or authorize investment transactions on behalf of the account owner.
D. I now and forever hold harmless and release IRA Club and its employees for any and all errors in the execution of this agreement. I further understand and agree that IRA Club and its employees cannot be responsible for all actions that a third party may take.
E. I understand disputes may arise from this agreement. IRA Club will settle disputes in Cook County, Illinois, and that the laws and regulations of Cook County, Illinois shall apply.
F. Separation: I understand the IRA Club is an independent company and is not related to the third party.