Common Types of Real Estate Investments
August 19, 2020
We find that investing in real estate with a Self-Directed IRA is a very popular topic with our clients here at iPlanGroup. It’s an attractive
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Your Way. You've Earned It.
A Self-Directed IRA Helps You Take Control of Your Financial Future.
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A Self-Directed IRA Helps You Take Control of Your Financial Future.
Built by investors, for investors
We understand the urgency of each investment. iPlanGroup is structured to keep the investing process as smooth, easy and efficient as possible for you.
Simplified fee structure
While other providers have complex fee structures, we keep it simple. We don’t charge transaction fees, which is especially important for new and more active investors.
Dedicated service team
With our firm, you are connected to an experienced team that works to understand your investment goals and support your needs.
24/7 online access
Our online portal gives self-directed investors 24-hour access to their account for complete management flexibility.
Built By Investors, For Investors
Meet Jill Banner. With more than 20 years of leadership experience in the financial services industry, Jill founded iPlanGroup in 2012 based on the simple idea that investors deserve to manage their hard-earned wealth their way. She’s a nationally recognized speaker and authority on Self-Directed IRAs and non-traditional investments.
Jill Banner
Think Like a Savvy Investor
Whether you’re new to Self-Directed IRAs or you’re a seasoned veteran, it’s important to understand the fundamentals so you can make confident financial decisions. This helpful guide shares best practices for how to:
- Set goals and identify opportunities
- Understand and manage risk
- Calculate ROI
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Built By Investors, For Investors
Stay Informed with the Latest News and Education throughout Your Self-Directed IRA Journey
How to Calculate Unrelated Business Income Tax (UBIT)
April 23, 2020
Do you think your Self-Directed IRA might owe UBIT? At iPlan group, we are constantly getting questions from clients and prospective clients about UBIT. Let’s
Case Study: The Power of a Self-Directed IRA
April 9, 2020
According to the Motley Fool, the stock market corrects itself on average every 1.87 years. They looked at the numbers starting in 1950 and noted
Think Like a Savvy Investor
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iPlanGroup has no responsibility or involvement in selecting or evaluating any decisions you make for your account and cannot offer any investment, legal, or tax advice. We cannot guarantee, endorse, accredit, certify, or back any investment. We strongly encourage you to consult with the appropriate professional(s) licensed in that area before entering into any type of investment.
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