Following are several recommended vendors providing services to self-directed IRA and Solo 401(K) plans:
Banking & Brokerage
Most any bank or brokerage can hold an account for your Checkbook IRA or Solo 401(k) plan. Not all bankers are well trained on these types of accounts, however. We recommend the following institutions because they have specific, knowledgeable contacts we can refer you to for assistance.
Solera National Bank has created a special services group specifically for self-directed plans. Their knowledgeable team will get you up and running quickly. Accounts are designed to be low cost and flexible, as well as being tailored for real estate investors with simple wire access and large transaction amount thresholds.
303-937-6401 – Kreighton Reed
Titan Bank has a dedicated Solo 401k bank account department with staff who understand your needs and can quickly assist. As a Titan Customer you’ll interact with the same small team of bankers who know your name and take pride in their service.
888-360-1300 – Ryan Hughes
The Charles Schwab Company Retirement Account is specifically designed to serve custom retirement plans such as the Safeguard Solo 401(k) plan. Charles Schwab does not act as custodian or administrator of the plan, and simply provides account trading services to your self-administered plan.
866-261-6901 – Brian Hazzard
National Real Estate Insurance Group leads the industry in protecting real estate investors. We’re investors too and understand one size does not fit all. We work to understand your unique situation and deliver custom coverage options just for you – whether you have one property or hundreds.
At First Western Federal Savings Bank, we are a specialized non-recourse lender for your self-directed IRA to help you buy real estate within your IRA. It’s not just our specialty, it’s our passion! Serving all 50 states.
Are you looking to use your self-directed IRA to purchase real estate as another form of a tax-sheltered retirement investment?* Let the experts at North American Savings Bank (NASB) help! NASB is proud to be America’s IRA Non-Recourse Lender™, offering IRA Lending in all 50 states.
Titan Bank lends on a wide variety of income producing property types, including multifamily, multi-tenant retail, warehouse, industrial and single tenant triple-net. We specialize in investment property loans that are $5 million or less. Titan looks at each situation individually, often finding ways to approve loans other banks overlook.
Peak Asset Lending offers a variety of non-recourse loan programs for IRA & Solo 401(k) investors in 15 states.
J&M specializes in delivering IRA valuations for individuals that meet all regulatory requirements and are completed in a timely manner at a competitive price. Our valuations meet IRS requirements for both annual IRA reporting and Roth conversions.
Form 5500-EZ Preparation
We prepare your filings to help ensure high quality and on-time results! We strive to beat our competitor’s prices; since our fees are lower than most. We manage the entire process so you can devote your time to other management responsibilities.