WHAT MAKES US A PREMIER PROVIDER?

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 knowsbusiness man holding sign 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.

QUESTIONS?

Jaclyn Grella

800-454-2649 x1119

[email protected]

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TAX ADVICE DISCLAIMER : In compliance with IRS requirements under Circular 230, I am informing you that this communication (including attachments), to the extent it includes any tax advice, is not intended or written to be used, and cannot be used, for the purpose of avoiding tax penalties or promoting, marketing or recommending any transaction to another party. No information in this communication, including any attachments, should be considered financial, tax, or legal advice and may not be relied upon as such. All discussions are for informational purposes only. Please consult with your own professional advisers if you need legal or other professional advice.

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