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 IRA Club
In 1995, after 25 years of writing Securities Compliance manuals, Dennis Blitz started a Club for Self Directed IRA pioneers. These people saw the value a Self Directed IRA offered them, but soon found themselves asking many important questions. What investments could they make, what exactly were the rules, and how could they comply with the rules? Members had many questions that their CPAs often could not answer.
The club met monthly, where members discussed investment opportunities, new rules and regulations, and mistakes to avoid. In 1998, Dennis decided to create a Self Directed company named IRA Club: a company that kept the spirit of a club and treated every person like a member. Today, IRA Club has thousands of clients. Each one is treated with attention and care, just as a member deserves to be treated.
Why Self Directed IRAs
A Self Directed IRA allows you to invest in almost anything and allows you to enjoy all the profits as income tax-deferred or even income tax-free. 100% legal, and we do the tax reporting for you.
Why IRA Club
- 15 Years of Industry Experience
- White-glove concierge service to help keep your account IRS compliant
- Phone and email support available Monday-Friday 9:00 AM–5:00 PM CT
- Streamlined e-signature processes
- Strong monitoring system to prevent fraud and cybercrime
- Connect partners and trusted professionals as collaborators
- Free allowable transaction analysis on Investments to help keep your account IRS compliant
- Up-to-date Educational Resources on IRS regulations
- Free consultation with your attorney or tax Professional
- Nationwide service
- Polish, Spanish, Arabic, Cantonese, Albanian-speaking Experts
- A+ Better Business Bureau rating
- Your IRA cash is FDIC insured
- Flat Fees and Straightforward Pricing
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- Your fees are not calculated based on the value of your assets or the dollar amount your IRA invests. An increase in the value of the account does not increase the IRA Club fee.
- Free online summaries
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- Account activity is posted daily. (i.e. dividends, interest payments, contributions, and other investment income)
- Statements are posted quarterly.
- Free annual IRA tax reporting
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- Filing of IRS Tax Form 5498 (reports contributions to IRAs)
- Filing of IRA Tax Form 1099-R (reports the distributions made to you)
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
Investment Supervisor
“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-Baldus
Spnsor 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 Licea
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.”
Noel Kamenica
Business Development
“Lifelong fan of science fiction, historical documentaries, and Chicago sports.”
Alex Chapa
Client Relations Manager
