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Three Simple Steps
Tax Advantaged Retirement Accounts
Why Self Direct?
A video resource for why self direct is the right choice.
Save towards a financially secure retirement.
Self Directing Guide
A quick resource to help you start building your wealth.
IRA to IRA Transfer Form
This form provides the information for IRA Club to request funds from an IRA at another firm.
Contact Your 401k Administrator Guide
This form allows 401k funds to transfer to an IRA.
Investment Directions Form
A guide for investment directions for secured loans
Submit Investment Documents
Secure document upload.
Connect with a Money Smart team member and learn more.
Connect with IRA Club to learn more about personalized administrative services for a variety of tax advantaged plans such as Self Directed IRAs, HSAs, and Solo 401(k)s.
Looking to expand your IRA knowledge?
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