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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.
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...
What constitutes an accredited investor?
*$250k individual income, $300k joint, or $1MM in total assets
To help us create your custom list of companies/investment offerings, tell us about yourself:
By submitting this form, you agree to receive text messages regarding educational marketing materials.
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.