Welcome!

Financial planners and accounting professionals have an obligation to assist their clients in applying the most advantageous methods of portfolio growth and diversification. Private Placements are an often overlooked investment opportunity. These types of investments, and others similar, tend to be offered to high-income professionals and entrepreneurs who do not have the time or experience to research a particular investment. When these opportunities are presented to your clients for evaluation, your clients look to you for advice.

IRA Resources, Inc. wants to be your Third Party Administrator. That's all we do! You help your client find the right investment product and we work with you and your clients who wish to add these unique investments to their portfolio.

Are you aware that a client can self-direct their retirement plan to invest in alternatives such as limited partnerships, limited liability companies and other cash flows that may produce tax deferred or tax free income?

The Advantages of IRA Resources, Inc.

Most financial professionals are not aware they can recommend self-directed retirement plans. Landmark legislation effective 2002, known as EGTRRA, Economic Growth and Tax Relief Reconciliation Act, enhances the number of choices and flexibility you and your clients have toward self-directing a plan with investments you know, control and understand.

Our Fee Schedule

Our very competitive fee schedule makes us an obvious choice for your clients as a Third Party Administrator for self-directed Individual Retirement Accounts.

Quick Funding

Our funding time is far superior to that of other Administrators. This is an attractive feature to financial professionals because the client's money goes to work for them quickly and you, as their advisor, can find their next great investment.

Outstanding customer service!

IRA Resources provides periodic updates, upon request, to financial professionals regarding the status of their clients' accounts. You have the ability to track their account through our online system, so you see when the Private Placement is funded. Your clients may also view their statements online, giving them a fast and accurate analysis to determine their next investment strategy.

About IRA Resources, Inc.

Liane Bruno founded the company in 1996. Based in San Diego, California, IRA Resources focuses only on the record keeping services for this particular niche. We are experts at answering any questions about setting up an account so a Private Placements can be funded as quickly and efficiently as possible. Since we offer no investment advice and no referral business, IRA Resources acts as an Independent Third Party and never competes with the Financial Community. We are here to serve you and your clients! All information is kept strictly confidential

Ready to learn more???

We invite you to take a few moments and learn more about how Private Placements work and your role as the trusted advisor. Simply complete the registration form below, and follow the directions to get into our virtual tour.

IRA Resources, Inc.
Your only resource for self directed IRA and administration services for individuals who invest in private placements!