WHAT MAKES US A PREMIER PROVIDER
- DEDICATED IRA SPECIALIST – We don’t believe clients should call an 800# and speak to a random person unfamiliar with the account. We know 800 numbers can be especially frustrating when that random person transfers you to another random person. With Accuplan, you are assigned a dedicated IRA Specialist who knows your account and works with all of the back-end departments to complete each request efficiently.
- FAST PROCESSING TIMES – We are one of the only custodians to offer online account applications, online bill pay, 24-hour access to tax forms and statements, online investment request, an account event messaging system that emails account holders whenever money leaves or enters the account, and more.
- NO ASSET CHARGES – We do NOT charge an asset-based fee! The account has the same flat annual fee regardless of how many assets or how much cash is in the account. Billing is simple, consistent and easy to understand.
- ONE-STOP SHOP – Unlike other providers, we offer several types of self-directed accounts: a self-directed IRA, a self-directed IRA with checkbook control, and two types of self-directed retirement plans.
- LEGALLY STRUCTURING THE ACCOUNT– Our experts have years of experience setting-up self-directed accounts. We have back-up for all the hard questions about this powerful tool. Our legal and properly designed self-directed accounts can withstand IRS scrutiny. Our process has been reviewed numerous times by our own auditors, client’s attorneys, CPAs, IRS audits and other outside peers.