Direct Checkbook Control of Your IRA Cash For Private Investments
Easy online set-up
No transaction fees
Experts to talk with
Pricing
IRA
$899 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 IRA by phone. 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.
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.
VALUATIONS
We are qualified third party valuation experts who can provide asset fair market valuations for distributions, Roth conversions, and QDROs.
CONTACT
ASPIRA
OUR ADDRESS
For any general inquiries, please fill in the following contact form:
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