Accuplan Benefits Services

Quest IRA

Quest IRA is a leading self-directed IRA administrator in the United States. We opened our doors in 2003 and have since developed into one of the most successful companies in the industry. With over 7500 satisfied customers, we are renowned for our "world famous customer service." Our corporate headquarters is located in Houston, Texas, but we also have offices in Dallas, Austin and Mason, Michigan. At Quest IRA, we specialize in administering IRAs that allow you to invest in a variety of "alternative" investments, such as real estate, notes, precious metals, oil and gas, and private placements. All of our accounts are self-directed, meaning you make the decisions while our staff provides expert account administration and transaction support services. We strive to ensure our clients are well-educated and informed, so we offer weekly classes online and in our offices as well as monthly presentations, workshops and seminars across the country. We believe it is important to choose a company that not only helps you save for retirement, but also makes the journey fun. Join Quest IRA and invest in what you know best.

IRA Financial Group

IRA Financial Group is the leading provider of Self-Directed IRA LLC and Solo 401(k) services. We have been helping thousands of clients reclaim responsibility for their retirement accounts while granting them access to a wide range of tax-free investments, including domestic and international property, tax liens, gold, peer-to-peer lending, startups, stocks, mutual funds, foreign currencies, options and much more. We have an established relationship with all major custodians, ensuring a smooth setup process. Our team has extensive experience in this field and is committed to providing quality customer service. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

DeSanti & White Real Estate Group

DeSanti & White Real Estate Group is a highly experienced real estate agency based in Arizona and Southern California. With decades of experience, the team specialize in providing the best solution for their clients, whether it's listing or selling a million dollar home or working with first time home buyers. They have extensive knowledge in Self Direct IRA Real Estate purchases, Foreclosures, Bank Repossessions, warehouse, retail, multi-family, and office acquisitions. The team is well-versed in contract negotiations and preparation, in addition to offering creative solutions for their clients. With their vast experience, DeSanti & White Real Estate Group is capable of meeting all their client's needs for any type of real estate transaction.

Henry Novak

If you're a Texan and married, and you work for an employer who sponsors a 401K or other retirement plan, you may be able to access some of the wealth in that plan to invest in real estate. The assets in your plan are community property and as such, owned by both you and your spouse. Through provisions of the Texas Family Code, you and your spouse can enter into a written agreement to divide these community property assets into two separate property estates, one in your name and one in your spouse's name. Once the agreement is in place and the partition is established, you can then rollover your 401K plan into a self-directed IRA at Henry Novak. From there, you can begin investing the money in real estate and other ventures. With the help of experienced professionals, you can develop a portfolio that works best for you and maximize the potential of your 401K funds.

Accuplan Benefits Services

Accuplan Benefits Services is an authority in the field of self-directed IRA and 401K set-up, investing and account management. Our team is highly trained and experienced in all aspects of self-directed investing techniques, structures and regulations. We offer our professional services at a very low cost and in a straightforward, efficient way that's unmatched in the industry. If you're in need of expert help and guidance, Accuplan Benefits Services can provide it. Our staff has extensive knowledge of self-directed investing, from setting up accounts to executing strategies and adhering to regulations. We make sure you get the most out of your investment and provide the necessary support and services for successful outcomes.

Exeter 1031 Exchange Services

Exeter 1031 Exchange Services, LLC is a nationwide full service qualified intermediary offering services to individuals, corporations, and institutions for 1031 Exchanges. They are experienced in analyzing, structuring, and administering complex 1031 Exchange strategies, including Reverse Exchanges, build-to-suit or improvement exchanges on already owned property, and exchanges of foreign assets. The company deposits and holds clients' funds in segregated Qualified Trust Accounts with Exeter Trust Company, making them one of the few intermediaries that has regulatory oversight. Exeter Trust Company, located in Cheyenne, Wyoming, also administers Self-Directed IRAs and Self-Directed Individual 401(k) Plans with an emphasis on alternative investments, Specialty Holding Escrows and Custody Services, and Title Holding Trusts (Land Trusts).

Adelphi Retirement Management

Adelphi Retirement Management specializes in 1031 exchange transactions and Self-directed IRA accounts. 1031 exchange is an IRS tax code enabling investors to sell real estate and reinvest the profits tax-free, as long as all IRS regulations are adhered to. Our team works to help clients invest in non-traditional investments such as rental homes, tax liens, private notes, and businesses. We also administer Self-directed IRA accounts, allowing account owners to manage their own investments. We provide guidance and assistance to ensure that all transactions remain compliant with IRS regulations. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Infinity Investments

Infinity Investments is an experienced commercial real estate brokerage and investment firm. We specialize in the sale and purchase of apartment buildings in the East Bay area. Our services include 1031 Exchange transactions, multi-family portfolio evaluation, self-directed IRA acquisitions, group syndications, cash flow analysis, and real estate crowd funding. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.