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, Arabic, Cantonese 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.
- 10+ years of industry experience.
- We provide IRA administrative services nationwide.
- Better Business Bureau Rating A+
- FDIC insured
- Member of RITA
- 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
IRA Account Administrator
“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 Licea
Operations Support Associate
“I love visiting new places, learning new things, trying new food, and appreciating all the little and big things that life has to offer.”
James Thornton
Alternative Investment Compliance
Lisa Marie Quillinan
Client Care Specialist
“Proud member of the Screen Actors Guild. I recorded over 100 national television and radio commercials. I also did a Disney movie with Drew Barrymore.”
Ronnie Cyrius
Client Care Specialist
“I truly believe that those who make a difference in the world must dance to the tune of their own beat.”