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.
  • 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 custodial 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

Dennis Blitz

President

Lisa Martorana

Treasurer

Carlos Lee

IRA Account Administrator

Kasia Macioch

Client Relations Manager