Accuplan Corp

Accuplan Corp, located in Goleta, CA, is a leading provider of self-directed IRA administration and management services, boasting over 25 years of experience in helping clients navigate alternative investment options for their retirement funds. With a strong commitment to empowering clients, they manage more than 10,000 accounts and $1.5 billion in assets, offering a variety of individual and business retirement plans, including Traditional and Roth IRAs, HSAs, and self-directed 401(k)s.

The firm prides itself on its low fees, dedicated team of experts, and a user-friendly investment portal that allows clients to easily manage their accounts and investments. By focusing on education and the latest industry best practices, Accuplan ensures compliance with IRS regulations while helping clients maximize the potential of their self-directed retirement accounts.

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