Self-Directed Retirement

Your retirement, your way.

Take control of your financial future. Open an account in 10 minutes or talk to a specialist about whether a self-directed IRA fits your goals.

$1.5B+ Assets Under Administration
10K+ Active Accounts
40K+ Unique Investments
Since 1985 Helping People Plan

How to start

Opening your own self-directed IRA account.

We have made our application process simple for client convenience. Specifically, all that's required to get started is the account holder's personal information and funding information from an established IRA or a brand-new retirement savings account.

1

Complete the Application

Personal information you will need: SSN, date of birth, contact info, mailing address, image of valid photo ID.

2

Fund Your Account

Direct contributions (2026 limit $7,500), rollover from 401(k)/IRA, or transfer from another custodian.

3

Start Investing

Fill out a Direction of Investment form from your dashboard and self-direct your tax-advantaged funds.

Create an Account

Administering over $1.5B in assets. 10K+ active accounts.

Why Accuplan

Pioneering the Self-Directed IRA landscape.

Four decades of administering alternative-asset retirement accounts. The numbers do the talking.

Industry Leaders

We have been in business since 1985, serving more than 10,000 accounts with over 40,000 unique investments. Our job is to empower our valued clients, to help their retirement funds grow to their fullest potential.

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Lowest Industry Fees

Flat $349.95 annual fee, not a percentage of your account. Whether you hold $50K or $5M, the fee is identical. Every fee published in full.

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Decades of Expertise

Our IRA compliance team has 40+ years administering self-directed accounts alongside AET, our custodial partner. The rules are second nature.

About Us

Intuitive Dashboard

An online platform purpose-built for alternative investments. Direction of Investment forms, asset valuations, distributions — all from one place.

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What Accuplan customers are saying

The Accuplan team has been incredibly helpful. They have saved me on several occasions, probably from paying over $50,000 in personal income taxes. I have been a customer for almost four years, and every time I call or need advice, they have been there. They personally set up my self-directed IRA LLC so I can manage my real estate holdings. Accuplan is an incredible and knowledgeable resource. I could not have done this without them.

CC
Captain Chris Liu
San Francisco, CA · Customer since 2022

Open Your Account

Open a Self-Directed IRA with Accuplan.

Accuplan, as a Third Party Administrator working alongside American Estate & Trust as custodian, allows investors to invest in a wide range of assets beyond traditional stocks and bonds. More investment options, greater control, flexibility, tax advantages, expertise and support.