Who We Are

 

Our Mission

"Empowering people to build wealth through alternative investments at a lower cost"

 

A Better, Less Expensive, Way to Save for Retirement

Investors turn to IRAR because they trust us to stay affordable, know the answers, and provide the service they deserve. That’s exactly what we strive to deliver each day.

Our annual fee is per asset, so your wealth grows, not your fees. Many of our business partners and clients rely on us to process requests that often have time-sensitive deadlines, such as real estate. That’s why when you call, you always reach an expert who can answer your questions.

Our team holds the Certified IRA Services Professional (CISP) designation, so you can trust we’re giving you accurate information and timely service that will help you make well-informed decisions.

Better Self Directed IRA

Helping Investors Achieve Their Retirement Goals Since 1996

Since founding IRAR, Liane Bathey made a deliberate choice to build the company based on trust with 100 percent of the focus on client needs. It’s this commitment that has led to decades of organic growth as the result of word-of-mouth referrals from satisfied business partners and clients across the nation.

In 2017, we opened our Oakland Processing Center to maintain the prompt processing of transactions. And in 2018, we founded our own non-depository trust company to offer additional oversight. We are regulated directly by the South Dakota Division of Banking, the state and division with the most knowledge in working with self-directed IRA custodians.

Learn More About Our Success

Note: As a self-directed IRA custodian, our team helps process transactions, keep records, and report to the IRS, as required by law. We also offer assistance in educating you about the investment process and the rules governing retirement accounts, but we do not provide:

  • Investment recommendations or guidance
  • Company endorsements
  • Products or investments
  • Legal, tax, or financial advice
South Dakota - IRAR Trust Company

IRAR Trust Company by the Numbers

1996 Year IRAR was established
20,000+ Investors assisted
$1.5 Billion Assets under custody
25% Real estate business growth
30% Year-over-year business growth

Certifications & Recognition

ABA-LOGO-CISP

Certified IRA Services Professional (CISP)

The CISP designation, awarded by the American Bankers Association, recognizes our team’s expertise in the IRA services field.

bbb-rating

Better Business Bureau (BBB) A+ Rating

Received the highest rating from the BBB in recognition for our positive interactions with our customers and transparent business practices, among other factors.

california-association-of-realtors

California Association of Realtors®

IRAR is the only provider for retirement plans with the California Association of REALTORS®, one of the largest chapters of the National Association of REALTORS® (NAR).

forbes-financial-council

Forbes Finance Council

Jason Craig, CISP, is president of IRAR and a member of the 2019 Forbes Finance Council. Members are selected based on the depth and diversity of their financial experience.

Company Values

transparency

Transparency

We build relationships based on trust and openness. That’s why we publish our rates, some of the most affordable in the industry, so you always know what to expect.
Service

Service

We understand the importance and time-sensitive nature of your transactions. That’s why when you call, you’ll always reach an expert who can help answer your questions.
education

Education

Our team participates in ongoing educational and compliance programs to ensure we can share the most up-to-date knowledge on industry rules, regulations, and trends.
Empathy

Empathy

Your retirement is as important to us as it is to you. We are committed to providing the resources you need to build wealth, as well as candid, consistent communication along the way.
Teamwork

Teamwork

We foster respect, appreciation, and collaboration among ourselves and with our clients.
Excellence

Excellence

We strive to delight our clients and coworkers by creating positive, remarkable experiences.

Meet Our Leadership Team

Made up of self-directed IRA experts, each with over a decade of experience in the field, our team holds the Certified IRA Services Professional (CISP) designation and is committed to helping you achieve your retirement goals.

Liane Bathey, CISP

Founder and CEO
Liane Bathey founded IRA Resources in 1996 with a simple strategy: serving clients with a personal touch. For more than 20 years, she has executed that strategy by making it a priority to talk with clients every workday. That’s at least 6,000 conversations, taking into account holidays and the occasional vacation.

She is committed to making sure that IRAR delivers competitive fees, reliable recordkeeping, and supportive educational materials. Liane believes in the power of diversification as an investment strategy and is an active real estate investor using her own self-directed IRA.
Liane, her husband, and their two children live in San Diego, California, where IRA Resources is headquartered.

Jason Craig, CISP

President

A 22-year veteran of the financial services industry, 13 of them in the self-directed IRA space, Jason Craig directs IRA Resources’ operations and sales teams.

Client accounts and revenue tripled under Jason’s watch while he previously served as president and chief operating officer of The Entrust Group. Earlier in his career, he managed more than $200 million in deposits for the Walnut Creek, California Greater Bay Bank. His thought leadership has been highlighted in interviews with the Wall Street Journal, Forbes, RISMedia, and Realtor.com, among others.

A native of the San Francisco Bay Area, Jason lives there with his wife and two children. He works from IRA Resources’ office in Oakland, California.

Yvonne Garcia, CIPS

Chief Marketing Officer

Yvonne Garcia brings a 16-year track record of marketing, branding, and business development experience to the IRA Resources leadership team. In her role as chief marketing officer at The Entrust Group, she develops and implements successful marketing, branding, and lead generation strategies, and has overseen an expansion in the firm’s brand and online presence.

Thanks to her longtime involvement with local and national real estate organizations, Yvonne has developed educational programs, materials, and products tailored for real estate agents and investors. 

A native of Nicaragua, Yvonne grew up in the San Francisco Bay Area, where she now lives with her husband and two children. She works from IRA Resources’ office in Oakland, California.

Nicolas Acosta

Senior Operations Manager

Nicolas is a self-directed IRA industry numerate and innovator who has worked as Cash Control Manager and presently as the Senior Operations Manager at IRAR.

As Cash Control Manager, he oversaw all client transactions to certify compliance with IRS regulations, and continues with that same passion for accuracy today. A zealous advocate of our client-obsessed culture, Nicolas works with our team to ensure excellent service in all areas.

On the weekend, you can find him hiking or at the dog park with his pug, Artie. Artie frequently visits the Oakland IRAR office and loves it there.