Solera IRA Admin Fee Update

Please use the form below to update the payment method for your annual Solera IRA Administration Fee.

The IRA Administration Fee is billed annually on the 10th day of the anniversary month of initial plan formation.  The cost is $199 per year.

This fee covers the administrative services provided by Solera National Bank for your IRA account.  As custodian, Solera holds the IRA, documents the IRA’s investment into the LLC/Trust entity created by Safeguard Advisors, records your IRA beneficiaries, and reports annually to the IRS on form 5498 as required by law.

The fee may be paid personally or from the IRA.

  • If you wish to pay from the IRA, please provide the debit card associated with your entity checking account.
  • If you have more than one IRA and are paying from the IRA, be sure that you pay from the correct plan entity.

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