NAR Members' exclusive offer is:
$299/yr for IRAs: Traditional, Roth, SEP, SIMPLE. No transaction fees.
$799/yr for Solo 401(k). This includes no additional fees and premium plan recordkeeping platform. Download fee schedule.
To open an IRA account, simply complete the new account form, provide a government issued ID, and pay the account fee. You can transfer funds from a previous IRA or 401(k) to your new retirement account. If you don't have existing savings, you can start saving with annual contributions. However, contributions require that you or your spouse have earned income.
The account opening process is fast, typically taking 1-2 days. Funding the account depends on the speed of your previous custodian and how quickly they send the funds to us. The purchase process is similar to regular escrow, taking around 30 days.
No. Your IRA cannot invest in anything you own or a disqualified person to your IRA. Here is a quick read on the rules: Self-Directed IRA Rules
A disqualified person is you, your spouse, any of your lineal ascendants or descendants, investment providers or fiduciaries of the IRA, any entity where a disqualified person owns more than 50%, any entity where the IRA accountholder is an officer, director, a 10% or more shareholder, or highly compensated employee.
Open an IRA, fund the IRA, find the property you want to purchase with the IRA, and complete paperwork instructing IRAR to buy the property. IRAR will purchase on your behalf.
Income and expenses flow through the IRA. Example: Bills are paid from the IRA, Rental income is deposited in the IRA.