Accuplan

Independent IRA is a one-stop shop for all your self-directed IRA and 401(k) needs. We exist to help investors who need self-directed IRA custodial accounts and those who want full control of their IRA. We do this by providing entity creation for checkbook IRAs and self-trusteed solo 401(k) plans. Principal Brian Davis has grown Independent IRA from a few accounts to well over 1,000 in the last seven years. Since 2009, he has established accounts throughout the state of California and across the country. Independent IRA has been helping individuals obtain hands-on control of their IRAs and 401(k) retirement accounts since 2009. Our relationship with Accuplan and its custodian American Estate and Trust has really helped Independent IRA grow to where it is today - and set a great path toward the future. Our clients love the freedom they have to make decisions about their own money. They prefer not to have it managed by some anonymous, invisible, hard-to-reach investment institution. Our clients control their own accounts, using our very popular checkbook for their retirement IRA accounts. Our 401(k) self-trusteed plan is the number one choice for our clients with solo 401(k)s.