Dennis Blitz
President
“I once bought an old Rolls Royce at an auction by mistake. I waved to my uncle as he walked into a room. I drove that Rolls Royce for 8 years.”
About Us
Why You Should Choose IRA Club
- Our IRA experts will provide personalized administrative service to fit your investing needs.
- We will hold your hand every step of the way.
- Our team is a group of fast-paced Chicagoans, not a call center.
- A live person will always answer the phone M-F 9am-5pm CST.
- We have Polish, Russian, Arabic, Cantonese, Albanian, and Spanish-speaking agents to assist you.
- Free Allowable Transaction Analysis on all investments to keep you IRS compliant.
- Up-to-date Educational Resources on IRS regulations.
- Free consultation with your chosen attorney or tax professional.
- 12+ years of industry experience.
- We provide IRA administrative services nationwide.
- Better Business Bureau Rating A+
- FDIC insured
- Strong monitoring system to prevent fraud and cybercrime.
- Flat Fees and straightforward pricing.
- We do not charge a percentage based on the cash or investment value of your account. An increase in the value of the account does not increase the IRA Club fee.
- Free Online Summaries
- Account activity is posted daily. (i.e. dividends, interest payments, contributions, and other investment income)
- Statements are posted quarterly.
- Free Annual IRA Tax Reporting
- Filing of IRS Tax Form 5498 (reports contributions on IRAs)
- Filing of IRA Tax Form 1099-R (reports the distributions made to you)
A note on Investment Advice: The IRA Club does not offer investment advice. The IRA Club has no financial affiliation with any investment provider. The IRA Club does not perform due diligence on any investment offering. All investment choices are made by the IRA account owner and are the exclusive responsibility of the IRA account owner. All investments have risk.
Our Leadership Team
Ramez Fakhoury
Vice President
Vanessa Nealey
Trust Officer
Lisa Martorana
Treasurer
“I know every line of my favorite movie, It’s a Wonderful Life. Disney lover! I Have been to Disney more than 30 times.”
Carlos Lee
Investments
“I have been cooking since I was 4 years old. Not making PB&J or microwave cooking, but beef chow mein and dumplings cooking. Needless to say, I was a big kid.”
Kasia Macioch
Client Relations Manager
“I love to travel and have visited 13 countries so far. Also, I am a self-proclaimed chip connoisseur.”
Lidia Fakhoury
Accounting Assistant
Steffi
Transfers/Operational Support
Vicki Holda
Accounting Assistant
“I’m a music nerd. I love going to concerts and photographing bands. My favorite group to see live is Pentatonix – I love photographing them and some of them have even used/posted photos I’ve taken.”
Ryan Hall
Transfers Supervisor
“I just moved downtown Chicago and I love exploring the city. In my spare time, you’ll find me by the lakeshore or one of the neighborhoods.”
Noel Kamenica
Business Development
“Lifelong fan of science fiction, historical documentaries, and Chicago sports.”
Alex Chapa
Client Concierge
Adriana Macias
Investment Administrative Assistant
Anna Moore
Expenses and Client Concierge
“I’m a total dog snob! I show and compete in dog sports with my Great Danes. I majored in Psychology and enjoy all subsections/categories included in that area. I also love traveling to concerts with my friends. My favorite band is Pentatonix, and my friends and I have traveled to 5+ states to see them live!”
