We are experts in self managed IRA and 401ks. Whether it be a self directed IRA or 401k we do it all. Our staff is trained and experienced in all aspects of self directed investments. We can help you with strategies, structures and rules to investing with your IRA. At Accuplan we are a self directed IRA administrator that offers our expert products and services in a very low cost, simple and efficient manner. Our offerings and services are unmatched in the industry.
What We Do
We provide self directed ira, 401k administration products and services to individuals looking to invest their retirement accounts in non-traditional investments.We pride ourselves in expertise, low costs and quick service for Self Directed IRAs.
Primary Products and Services
Self Directed IRA administration
Self Directed 401k Plan setup
Check Book Control IRA-LLC (ICO)
401k Small Business Financing
Who We Are
We are self directed IRA helping those who want to invest with their retirement accounts. We provide plan documents and retirement account administration services for IRAs and 401Ks
Unlike most IRA/401K accounts we give you 360 degrees of visibility for managing the entire life cycle of your self directed account. The 360 Advantage will insure that you are always informed and well positioned to take advantage of all self directed investment opportunities.
"With the wild market gyrations the past several months I realized the importance of a having a broader allocation of my retirement funds beyond stocks., bonds and various equity funds. I took control of my retirement funds and sought a Self Directed IRA custodian. American Estate and Trust was my choice and I have not regretted that decision. My account rep, Shannon at Accuplan Benefit Services has been terrific; responds quickly to my calls and emails, listens well, answers all my questions, and has educated me about the options available that I had never considered. If I had it to do all over again, I would still choose American Estate and Trust and Accuplan Benefit Services."
"Dear Shannon, I just wanted to take a minute to let you know how great it is to work with Accuplan and American Estate & Trust on the most important issue of a self-directed IRA. Your knowledge and expertise in helping us to streamline this process has been great! I have recommended your services to many of our friends. What I find most interesting is the fact that most folks do not know that they can actually take control of their IRA accounts on their own and that self-directed IRA's can provide and opportunity to broaden their investment opportunities.
Thank you for helping us navigate this process as well as helping us be able to sleep better at night in these unique times."
Sincerely, Michelle L.
"Ted, the money was wired into the C-Corp’s account late Friday, so I think we are done on that end. Its purchase of the boat repair and motor dealer should occur mid to late next week. Thanks for all your help. They seem very efficient at AET and Accuplan and I wouldn’t hesitate to recommend them or you."
Regards, David P.
To Whom it May Concern at AET or ACCUPLAN:
"Your service has far outpaced any other vendor out there, and I've checked with at least 4 across the country. Jeff Vranek especially provided such a personal level of service, and was knowledge above and beyond what I even could imagine expecting. Mostly when I call these SDIRA & Retirement planning firms, I feel like I'm talking to or being shuffled about between 3 types of customer service reps: (1) a telephone staffer that is barely knowledgeable and taking notes for a call back, which then happens (often much) later; (2) a pushy sales type person who is trying to get a commission and either ignoring the questions, or trying to get past them too quickly; (3) someone who has the knowledge but seems too busy to bother with my questions. Jeff Vranek was none of these. Each and every time I called or emailed, he cheerfully answered my questions - which were at time repetitive, I'm sure - with accuracy and an expediency. I checked in with other firms along the way when searching out how to do this special type of investing. Firms like ********, and ******** and others were consulted, but their service level was quite lacking. Every time, during my due diligence, I kept coming back to Accuplan & Jeff Vranek as the source where I know I could get a quick, and reliable answer to any question, even if it were a small detail which I could not recall."
"I would highly recommend Accuplan.net or American Estate & Trust (iracentral.com) to any of my friends or colleagues."
"I would like to commend Ms Shannon Fitzgerald for her professional and expeditious service in establishing my self-directed IRA LLC structure (my ICO_IRA). From the beginning she provided me the necessary information and data necessary to make informed decisions on my path ahead. For my questions that were not in her areas of expertise, she referred them to the correct department and was able to provide me reliable and timely answers. If she was busy when I called, she returned my calls in an expeditious manner and was always prompt in providing me the data to move forward in the process. She was able to explain the complete process and the differences in the various programs with the pro and cons in a manner that was easy to understand. It was a pleasure to work with her in establishing my ICO and transferring my existing IRA funds to my new IRA. It was so smooth and trouble free that we also set up an ICO for my wife."
"I just wanted to take a few minutes of your time to recognize Shannon Fitzgerald for her assistance in setting up my account. I have been working or she has been working with me over the last 4-6 months and she has been great. She is very knowledgeable and is willing to share that knowledge. Furthermore, she has been very responsive to all my emails, faxes and phone calls. I called her this morning to personally thank her. But, I thought it was worth a couple of minutes to share my comments with you. In closing I just wanted to make sure her efforts don’t go unrecognized. I run ********’s finance department in Ontario, California and would love to have 10 people like her."
Thank you again,
Joe A. T.
IRA Checkbook Control
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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.