Working with Our Team
A Self-Directed IRA Helps You Take Control of Your Financial Future.
Built by investors, for investors
We understand the urgency of each investment. iPlanGroup is structured to keep the investing process as smooth, easy and efficient as possible for you.
Simplified fee structure
While other providers have complex fee structures, we keep it simple. We don’t charge transaction fees, which is especially important for new and more active investors.
24/7 online access
Our online portal gives self-directed investors 24-hour access to their account for complete management flexibility.
Dedicated service team
With our firm, you are connected to an experienced team that works to understand your investment goals and support your needs.
Built By Investors, For Investors
Meet Jill Banner. With more than 20 years of leadership experience in the financial services industry, Jill founded iPlanGroup in 2012 based on the simple idea that investors deserve to manage their hard-earned wealth their way. She’s a nationally recognized speaker and authority on Self-Directed IRAs and non-traditional investments.
Jill Banner
Think Like a Savvy Investor
Whether you’re new to Self-Directed IRAs or you’re a seasoned veteran, it’s important to understand the fundamentals so you can make confident financial decisions. This helpful guide shares best practices for how to:
Set goals and identify opportunities
Understand and manage risk
Calculate ROI
Built By Investors, For Investors
Stay Informed with the Latest News and Education throughout Your Self-Directed IRA Journey
Why Insurance May Not Protect You
Bill White lent his car to his son’s friend Aaron. It was late when Aaron’s car had broken…
Four Reasons Why You Should Consider Having a Living Trust
A Living Trust provides the estate with a private and formal distribution of assets to your heirs upon…
How Strong is Your Single-Member LLC?
Over the past decade, single-owner (or single-member) Limited Liability Companies (SMLLCs) have received much acclaim as the “entity…
If LLCs are so safe, why do I need more than one to protect my assets?
If LLCs are so safe, why do I need more than one to protect my assets? LLCs and…
Your 401k Contribution Limits for 2015
One-Participant 401(k) Plans A one-participant 401(k) plan is sometimes called a: Solo 401(k) Solo-k Uni-k One-participant k The…
CESA Basics
Funding a college or university education can be tough. On top of hunting for all the grants and…
Meet Two Of Our Young Investors
Alex and Maggie are already saving for college and own Real Estate! How? They both have a Coverdell…
The Benefits of a SEP IRA
Are you self-employed and in need of a tax deduction? A Simplified Employee Pension (SEP) IRA may be the perfect…
Think Like a Savvy Investor