Fee Comparison for Different Types of Accounts
Checkbook IRA, Mutual Funds, and 401(k)
An IRA Club Checkbook IRA offers two advantages when compared to most Mutual Funds and employer 401(k) accounts.
- A Checkbook IRA may be used so you can invest your IRA funds in the widest range of allowable investments, thus increasing your IRA’s earning potential.
- An IRA Club Checkbook IRA offers very low annual maintenance cost.
|
Account Balance |
Common Mutual Fund Annual Management Costs (1) |
Common Employer 401(k) Annual Management Costs (2) |
IRA Club Checkbook IRA Annual Maintenance Costs |
|
$25,000 |
$465 |
$625 |
$195 |
|
$50,000 |
$930 |
$1,250 |
$195 |
|
$100,000 |
$1,860 |
$2,500 |
$195 |
|
$200,000 |
$3,720 |
$5,000 |
$195 |
|
$400,000 |
$7,440 |
$10,000 |
$195 |
- Average annual Mutual Fund Management fee as described by The Investment Company Institute
- Average (low end) annual Management fee (Wall Street Journal)
For more information on Self Directed IRAs call toll free 888-795-7950
- To visit our Home Page go to Self Directed IRA
- To attend a Free Webinar go to Self Directed IRA Webinars
- To see what our client say go to Testimonials
- Submitted by Dennis Blitz, The IRA Club
IRA Club, 333 N. Michigan Ave Suite 2220, Chicago, IL 60601
