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The Self-Directed IRA Custodian With Excellent Service and Low Fees
IRAR Trust helps you and your clients build retirement wealth through alternative investments such as real estate, private placements, private equity, etc. in an IRA— and at a very low cost.
Here’s how we make it easy for individuals and businesses to take control of retirement funds— we keep it simple:
Real Service, Not Robots
At IRAR you always get immediate help anytime you call, email or visit. Try us!
Low, Transparent Fees
We build relationships based on trust and openness. That’s why we publish our rates— the most affordable in the industry.
Most self-directed IRA custodians charge on the value of the assets— as your retirement account grows, you pay more. At IRAR Trust Company our flat annual fee is per asset not based on the value of your account.
Self-Directed IRA Experts
Each IRAR team member has over 10 years (on average) of hands-on experience processing self-directed IRA transactions. They’ve seen it all, allowing them to anticipate what you or your client needs for a smooth transaction.
Self-Directed IRA Accounts Offered
For Individuals: Traditional IRA, Roth IRA
For Businesses: SEP IRA, SIMPLE IRA
As a self-directed IRA custodian, our team helps process transactions, keep records, and report to the IRS, as required by law. We also offer assistance in educating you about the investment process and the rules governing retirement accounts, but we do not provide:
- Investment recommendations or guidance
- Company endorsements
- Products or investments
- Legal, tax, or financial advice
Helping Investors Achieve Their Retirement Goals Since 1996
Since founding IRAR in 1996, we made a deliberate choice to build the company based on trust with 100 percent of the focus on client needs. It’s this commitment that has led to decades of organic growth as the result of word-of-mouth referrals from satisfied business partners and clients across the nation.
Stability and Excellence
IRAR Trust is owned by IRA Resources, Inc. Founded by Liane Bathey in 1996, IRA Resources now IRAR, is one of the fastest growing self-directed IRA firms in the United States. With no outside investors, this allows the company to reinvest earnings back into the business— towards improvements that help support our white-glove service model— while keeping our fees lower than most trust companies in the self-directed retirement industry.
Industry Veterans at the Lead
In 2017, we opened our Processing Center to maintain the prompt processing of transactions and client services.
With industry veterans at the lead, averaging 20+ years of experience, the IRAR team leverages a powerful combination of business growth expertise and hands-on, industry-specific knowledge to provide excellent services and low fees.
Compliance and Security
In 2018, we founded our own non-depository trust company to offer additional oversight. We are regulated directly by the South Dakota Division of Banking, the state and division with the most knowledge in working with self-directed IRA custodians.
Fast Track to the Present
IRAR continues to see 30% business growth year-over-year while placing high value on first-hand personal service at a cost-effective price. We are committed to sustaining our market-leading reputation for timely client service with a professional and personal touch.
“Empowering people to build wealth through alternative investments at a lower cost”
IRAR Trust Company By The Numbers
- 20,000+ Investors assisted
- $1.5 Billion Assets under custody
- 25%+ Real estate business growth
- 30% Year-over-year business growth
- California Association of REALTORS® - Preferred Provider
- South Dakota Trust Association
1000 Broadway, Oakland, California 94607
IRA Resources, Inc. (IRAR)
6825 La Jolla Blvd, La Jolla, CA 92037
IRAR Trust Company
Sioux Falls, SD
Real Estate Sectors
- Residential Investment Real Estate
- Residential Owner-Occupied Real Estate
- Commercial Real Estate
- Private Mortgage Lending
- Business Lending
- Private Mortgage Lenders
- Commercial Property Investors
- Real Estate Developers
- Residential Property Investors
- Note Investors
CEOCertified IRA Services Professional (CISP)
Liane Bathey founded IRA Resources (IRAR) in 1996 with a simple strategy: serving clients with a personal touch. For more than 25 years, she has executed that strategy by making it a priority to talk with clients every workday— that’s thousands of conversations, taking into account holidays and the occasional vacation. She is committed to making sure that IRAR delivers competitive fees, reliable recordkeeping, and supportive educational materials for the team and our clients. Liane believes in the power of diversification as an investment strategy and is an active real estate investor using her own self-directed IRA.
PresidentCertified IRA Services Professional (CISP)
Jason Craig is President of IRAR Trust Company, a leading self-directed IRA custodian empowering people to build wealth through alternative investments. Jason has over 25 years of experience in the financial services and is a Certified IRA Services Professional (CISP). He is a self-directed IRA real estate investor and advocate committed to educating investors, professionals, business owners and their clients. Jason’s thought leadership is often highlighted in interviews with the Wall Street Journal, Forbes, RISMedia, and Realtor.com. He is also a contributor to Forbes Financial Council, an organization for senior-level financial services executives and leaders.
CMOCertified IRA Services Professional (CISP)
Yvonne Garcia brings a 20-year track record of marketing, branding, and business development experience to the IRA Resources leadership team. In her current and previous roles as chief marketing officer, she has developed and implemented successful marketing, branding, and lead generation strategies that led to the expansion of various self-directed IRA brands. Thanks to her longtime involvement with local and national real estate organizations, Yvonne has developed educational programs, materials, and products tailored for real estate agents and investors. As a self-directed IRA investor herself, she has gained insight into the biggest needs of investors and makes sure that every client has an excellent client experience.
Switching to IRAR Trust
I have to tell you that so far I'm loving my switch to IRAR. I'm very excited to move forward and entrust my finances with a company that truly has their customers' best interest at heart. R. Asher
Better Than The Competition
Thank you so much for your help with all this. It was very easy to work with you and your team as compared to Equity Trust and IRA Services. You definitely made it much easier, and I truly appreciate it! Janet B.
IRAR Answers Your Call
Whenever we have a question or need something, you are just a phone call or email away and happy to help. It's nice to not have to wade through a computerized phone system or be put on hold by clericals that don't know what you're talking about. Bob B.