Direct Checkbook Control of Your IRACash For Private Investments
Easy online set-up
No transaction fees
Experts to talk with
$899 one-time setup fee
$299 annual fee
You tell us about your retirement plan and what you want to invest in. We'll give you an immediate response back whether or not your investment is permissible, what the tax and reporting requirements will be, what your ongoing constraints will be with the investments, and more.
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.
At Aspira, we make ourselves available to you to talk about your IRA by phone. Dial us directly or set an appointment for when you will be available.
We're experts in filing the necessary paperwork to terminate and transition out of your old plans.
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.
REAL SERVICE, NOT ROBOTS
Get immediate help from an expert anytime you call, email, text, or chat.
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.
We are qualified third party valuation experts who can provide asset fair market valuations for distributions, Roth conversions, and QDROs.
800 Third Avenue, Suite A1209
New York, NY 10022
Tel: (951) 643-3611
For any general inquiries, please fill in the following contact form: