3-Party Access Form

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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

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3-Party Access Form

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Professionals

Company

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