Smart and Affordable Retirement Plans for California REALTORS®

Save for retirement at your own pace and invest in what you knowreal estate.

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Exclusive Offer for California Association of REALTORS®

Only $50 enrollment + No Annual Fee while you save

Our self-directed IRAs put you in control of your investments— it's an opportunity for you to take advantage of your expertise in real estate to boost your savings. This way you can save without the worries of losing your savings to stock market volatility.

Saving for retirement has never been this simple and affordable. You can save at your own pace, as frequently as you wish.

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How it Works

Easy Enrollment

To get started you need to complete the SDIRA Enrollment Kit using the online form. There is a one-time $50 enrollment fee to establish your account.

Convenient Saving

Once your account has been established, you can contribute as often as you like, up to 25% of salary (in a SEP). There are no minimum requirements. Also, you don't pay annual fees while holding only cash in account. 

If you have an old 401(k) from a previous employer or an IRA, you can Transfer it to open your self-directed IRA and start investing.

Real Estate Investing

You can rent, flip, partner, or get a non- recourse loan for your IRA. Self-directed investing opens up a whole new way to invest in real estate. There are many strategies even for small IRAs.

If you have any questions regarding the program, please contact us.

Why Every Realtor Should Have a SEP IRA

At some point in your career you will retire. Will you have enough savings to live the lifestyle you deserve?

A self-directed IRA at IRAR Trust lets you take full control of your savings, letting you invest in assets you know well— like real estate, a strategy not many REALTORS® are familiar with.

Learn how to take advantage of the high contributions that are allowed in a self-directed  SEP IRA to build wealth faster.

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Growing Your Business 

Real estate agents hear about self-directed IRAs for the first time from a client trying to do a real estate investment. Then, immediately they want to learn how to incorporate this strategy into their marketing, or how to transfer their retirement savings to a self-directed IRA to buy real estate.

Get ahead of the game!

Agents who work with investors should be familiar with this strategy because it's another source of creative funding— an excellent opportunity for the successful real estate agent to grow their business.

Lead by example! Open a self-directed IRA specifically designed for California real estate agents. If you already have a retirement account, you can do a transfer and invest in what you know, real estate.

How to Invest in Real Estate With A Self-Directed IRA eBook for REALTORS®

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