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    • About IRA Club
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      • About IRA Club
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      • Syndications and Crowdfunding
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      • Sponsor Benefits
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  • FCB97114-C0C0-4723-9A97-0FE952A895DC 312 795-0988
Main Menu
  • My Accounts
    • Account Login – IRA Club Member Portal
    • Account Login – IRA Club Member Trading Account
    • Account Login – Sponsor Portal
Schedule A Call
  • ACCOUNTS
    • Why Self-Direct?
    • Account Types
      • Traditional IRA
      • Roth IRA
      • SEP IRA
      • Solo 401k
      • Self Directed HSA
      • Simple IRA
      • Checkbook IRA
      • Crypto IRA
      • All Account Types
    • About IRA Club
    • Our Process
    • For Small Business Owners
    • Pricing
  • Professionals
    • Your Dedicated Partner
      • About IRA Club
      • Why IRA Club
    • Are You?
      • Real Estate Broker or Agent
      • Investment Sponsor
      • Syndicator
      • Financial Institution
      • CPA, Tax Advisor, or Attorney
      • Small Business Owners
    • Assistant
      • Third Party Access Form
      • Online Portal Access
    • Refer a Client
  • Investor’s Row
    • Alternative Assets
      • Syndications and Crowdfunding
      • Real Estate
      • Lending
      • Oil, Gas, and Mineral Rights
      • Stocks and ETFs
      • Crypto
    • Raise Capital
      • Sponsor Benefits
      • Take Your Event to the Next Level
    • Investment Opportunity Finder
  • MEMBERS
    • Transfer Funds
      • Funding Timelines
      • IRA Transfer
      • 401k Transfer
      • TSP Transfer
      • 403b Transfer
      • Contribution Limits
    • Contribution Limits
    • Manage Account
    • Forms
    • Guides
    • Refer a Friend
  • Tools
    • Secure Upload
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      • Retirement Calculators
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      • Free eBook
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      • Guides
      • Blog
      • UBIT & UDFI
    • Investment Opportunity Finder
    • Events
    • IRA Club Podcast
    • Trading Platform
    • FAQs
  • 312 795-0988
  • My Accounts
    • Account Login – IRA Club Member Portal
    • IRA Club Member Trading Account – Login
LOGO.svg
Schedule A Call
  • ACCOUNTS
    • Why Self-Direct?
    • Account Types
      • Traditional IRA
      • Roth IRA
      • SEP IRA
      • Solo 401k
      • Self Directed HSA
      • Simple IRA
      • Checkbook IRA
      • Crypto IRA
      • All Account Types
    • About IRA Club
    • Our Process
    • For Small Business Owners
    • Pricing
  • Professionals
    • Your Dedicated Partner
      • About IRA Club
      • Why IRA Club
    • Are You?
      • Real Estate Broker or Agent
      • Investment Sponsor
      • Syndicator
      • Financial Institution
      • CPA, Tax Advisor, or Attorney
      • Small Business Owners
    • Assistant
      • Third Party Access Form
      • Online Portal Access
    • Refer a Client
  • Investor’s Row
    • Alternative Assets
      • Syndications and Crowdfunding
      • Real Estate
      • Lending
      • Oil, Gas, and Mineral Rights
      • Stocks and ETFs
      • Crypto
    • Raise Capital
      • Sponsor Benefits
      • Take Your Event to the Next Level
    • Investment Opportunity Finder
  • MEMBERS
    • Transfer Funds
      • Funding Timelines
      • IRA Transfer
      • 401k Transfer
      • TSP Transfer
      • 403b Transfer
      • Contribution Limits
    • Contribution Limits
    • Manage Account
    • Forms
    • Guides
    • Refer a Friend
  • Tools
    • Secure Upload
    • Resource Center
      • Retirement Calculators
      • Non-Recourse Lenders
      • IRA Club Videos
      • Free eBook
      • Forms
      • Guides
      • Blog
      • UBIT & UDFI
    • Investment Opportunity Finder
    • Events
    • IRA Club Podcast
    • Trading Platform
    • FAQs
  • 312 795-0988
  • My Accounts
    • Account Login – IRA Club Member Portal
    • IRA Club Member Trading Account – Login

Need to Transition to a New SDIRA Administrator?

Need a Transition to a New SDIRA Administrator
Jul 29, 2024
Est. Read Time: < 1 minute
We know that choosing a new administrator is a big decision. We’re IRA Club – the SDIRA administrator that prioritizes your needs and financial goals.
 
Find a SD IRA Admin.
 
  • Personalized Service: We know you’re not just another account number. At IRA Club, you’ll receive dedicated, personalized service from our experienced team. We’re here to guide you through every step of your SDIRA journey.
  • Transparent, Flat Fees: Are you tired of hidden fees and confusing pricing structures? IRA Club has straightforward, low flat fees, so you always know what to expect.
  • Wide Range of Investment Options: Your SDIRA should reflect your unique investment strategy. With IRA Club, you can invest in diverse assets, including real estate, precious metals, private equity, and more.
  • Online Portal: Managing your SDIRA shouldn’t be a hassle. Our user-friendly online platform makes it easy to track your investments, access important documents, and stay informed about your account.
  • Seamless Transition: We understand that switching administrators can be a headache. That’s why we’ve streamlined our onboarding process to make your transition to IRA Club as smooth as possible.
Make the Switch Today
 
Don’t let uncertainty about your SDIRA prevent you from achieving your financial goals. Choose IRA Club and experience the difference a dedicated, client-focused administrator can make. Contact us today to learn more and start your seamless transition.
 
Your financial future is important to us. Choose IRA Club and discover the peace of mind you deserve.
 
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IRA Club does not provide investment, tax, financial, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and investments. All parties are strongly encouraged to perform due diligence and consult with the appropriate professional(s) licensed in that area before entering any investment. Performing due diligence helps protect against fraud. IRA Club discloses that it may receive an investment holding/technology facilitation fee for each member who invests through the Investor’s Row platform.
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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.

Access The IRA CLUB INVESTOR'S Kit

 

Access and Register to Free Eductional Events

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.

Access The IRA CLUB INVESTOR'S Kit

 

Access and Register to Free Eductional Events

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.

Access The IRA CLUB INVESTOR'S Kit

 

Access and Register to Free Eductional Events

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:

By submitting this form, you agree to receive text messages regarding educational marketing materials.

Investors Kit Pricing
Pledge to the Investment

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.

Disclaimer

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.