Direct Checkbook Control of Your Retirement Cash For Private Investments

Easy online set-up

No transaction fees

Experts to talk with 

We create a revocable trust that your retirement account owns and you control.  

How It Works

One

Choose the type of account you want.  

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Two

Transfer funds from other IRAs or 401(k)s into your trust's checking account.

Four

Start making investments.

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Pricing

IRA

$899 one-time setup fee
$299 annual fee

Solo 401(k)

$1,199 one-time setup fee
$299 annual fee

 

SERVICES

PERMISSABILITY

 

Talk over your investment plans with one of our qualified consultants and we'll make sure your plan is staying within the rules set out by the IRS and Department of Labor.

IRA PLAN SET UP

 

We help you to establish an new IRA and transfer in cash from your other IRAs and 401(k)s.

COMMUNICATION

 

At Aspira, we make ourselves available to you to talk about your plan by phone, chat or email.  Dial us directly or set an appointment for when you will be available. 

PLAN TERMINATIONS

 

We're experts in filing the necessary paperwork to terminate and transition out of your old plans.

ROTH CONVERSIONS

 

We help our clients with the process of converting cash and/or inkind asset Roth Conversions.

PLAN DESIGN AND PLANNING

 

If we don't have the perfect solution for you here at Aspira, we'll refer you to the service provider who does.

VALUATIONS

 

We are qualified third party valuation experts who can provide asset fair market valuations for distributions, Roth conversions, and QDROs.

 

REAL SERVICE, NOT ROBOTS

Get immediate help from an expert anytime you call, email, text, or chat. 

transparent fees

No transaction fees, and no fees based on the value of your account or number of holdings.

self-directed plan experts

Get answers from do-it-your-self-tools or from a Certified Professional.

CONTACT
ASPIRA

OUR ADDRESS

6106 Mill Rd, Ronkonkoma, NY 11779

Email: help@aspira401k.com
Tel:  (951) 643-3611

 

For any general inquiries, please fill in the following contact form:

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