How to Discover Opportunities on Investor's Row
Not sure where to start?
May 9th, 2024 1:00 PM CT
Carlos Lee
Ramez Fakhoury
Upcoming Live
may 9th, 2024 1:00 pm ct
Founded
In 2008
Members
Administered
1 Billion
in Assets
Full-Time
Dedicated Staff
White
Glove-Service
Here’s What You’ll Learn
1
How to navigate the new Investor’s Row platform
2
How to determine which alternative investment is right for your retirement
3
How to perform your own due diligence and background checks
4
How do we determine which companies go on Investor’s Row and what is the process
About IRA Club
Meet The Experts
IRA Club
Carlos Lee
Carlos Lee, is the Investor Relations Manager at IRA Club, where he's been expanding his roles for over 6 years. Carlos passionately educates clients, helping them understand their investment possibilities for Self-Directed IRAs, Solo 401ks, and investable HSAs. Outside work, he's a culinary enthusiast and avid traveler, always seeking new flavors and experiences to broaden his horizon.
Carlos's multifaceted interests and unwavering dedication to his profession reflect his holistic approach to life. By blending his passions for finance, food, and exploration, he creates a vibrant and fulfilling existence, embracing each opportunity for personal and professional growth.
Vice President
Ramez Fakhoury
As an entrepreneur with a rich background spanning over two decades, Ramez is deeply commited to education and inspiring individuals, empowering them to venture beyond conventional paths and diversify their investments through the power of self-direction.
IRA Club Benefits
FDIC Insured
IRA/401(k) cash is FDIC insured
Flat Fee Structure
Flat fees and straightforward pricing
Free IRA Reports
Free annual IRA tax reporting
(RMDs, 1099-R, 5498, 5500 forms)
Investor's Row
Explore alternative investment opportunities
Concierge Service
Friendly, white glove service
Educational Resources
Up-to-date educational resources on IRS regulations
Frequently Asked Questions
Here are the most common Self-Directed IRA questions. Have others?
Sign up for our webinar and ask us in person!
IRA Club provides a way for people like you to fully utilize the benefits of Self-Directed IRAs, leading to a wider range of investments and potential for better returns.
It’s an IRA that gives you more choices for where you want to invest your money, not just in regular stocks or bonds.
Self-Directed IRAs were passed by Congress back in 1974. Alternative IRA investments have always been allowed by the IRS, however, many IRA companies have placed artificial restrictions on IRA owners over the years. Self-Directed IRAs are not well known because most banks and brokerage firms prefer traditional investments.
It’s easy to make investments with a Self-Directed IRA. Once you find your investment and provide money to the seller, you will receive proof that your Self-Directed IRA is the new owner. It can be in the form of a Bill of Sale, title, deed, or simply a statement identifying your Self-Directed IRA as the asset’s new owner. The main difference is that the name on the title (or other documents) is the name of your Self-Directed IRA and not your name as an individual.
Yes. The most common way for an IRA to buy an asset is to pay cash. However, there may be times when an alternative method of payment is practical.
Maximum Contributions for 2023:
Under age 50 – $7,000.
Age 50 and over – $8,000
