Start your IRA Plan

Complete this secure form to set up your IRA Plan. After payment, you'll receive confirmation and next steps via email. Takes just 5–7 minutes.

IRS-Compliant Documentation All documents are prepared to meet current IRS regulations for IRA plans.

Bank-Level Security Your personal and payment data are encrypted end-to-end via Square.

Instant Confirmation Receive your enrollment confirmation and access details immediately after payment.

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Personal Information

Step 1 of 3 — All fields marked with * are required

Personal

Company

Checkout

Client

First Name *

Last Name *

Date of Birth *

SS Number *

Address *

County

City *

State *

ZIP *

Primary Phone *

Alternate Phone

Fax

Email *

Name of Spouse

Type of IRA *

Company

First Name Choice (LLC) *

Second Name Choice (LLC)

Managers

Will you be the manager of the LLC? *

Yes No

Will your spouse also be a manager of the LLC?

Yes No

IRA Plan $1,495

Pre-Checkout Requirements *

I understand I will receive my IRA Plan documents immediately after payment. I understand there is a $275 annual maintenance fee (subject to change). I understand The Tax Academy does not provide investment, legal, or tax advice. I agree to the Terms and Conditions and enrollment responsibilities.

Card Details *

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