Traditional approaches to retirement investing lead many otherwise savvy investors to overlook one of the most lucrative wealth-building strategies available: self-directed tax-free and tax-deferred investing in alternative assets. Investors in the know have learned, and you can too, that under your direction, your self-directed retirement plan can invest in real estate, notes, limited partnerships, and many other assets.
With the great tax advantages provided by a self-directed IRA or 401(k), as well as the wider range of possible investments, you can potentially build wealth and secure your future much more effectively than you can through traditional plans.
Mountain West IRA has been showing individuals and small businesses how to take advantage of self-directed retirement plans for over a decade. With a knowledgeable staff and our clients’ best interests in mind, we offer the outstanding customer service that only an independently owned and operated administrator can. The owners have combined experience in the IRA and retirement planning field of 48 years.
Our accounts provide investing freedom and simple processes to allow you to maximize the effectiveness of your investments.
We offer the following account types for self-directed investing: Traditional IRA, Roth IRA, SEP, Simple IRA, Individual(k) Plan or Solo(k) Plan, Record Keeping Accounts, and Health Savings Accounts (HSA). All of which you can hold real estate, promissory notes, private placements, and/or precious metals for investment purposes.
"Was conducting a transaction with a Mountain West client who had made an error in their paperwork preventing funding for a deal. Despite it not being their mistake Mountain West bent over backward to assist their client and myself in creating a solution quickly. Exceptional customer service by both their local and out of state staff." -KK
"I am a Certified Financial Planner and Public Accountant. I have my own self directed IRA with Mountain West in addition to referring others. They do an excellent job, are easy to work with, and their fees are lower than most competing firms." -BH
"We have always had great service with Mountain West IRA. They helped us put homes into our self directed Roth IRA's and it is paying off. I recommend them all the time to people. Especially friends of ours who like us got a late start to saving for retirement. Thanks MWIRA we are glad you were there to help us out." -MB
"I have been a client for many years and have always enjoyed professional and timely service. I highly recommend their services." -BB
"I have found Mountain West IRA to be very responsive, sensitive to my particular needs, and knowledgeable about the various types of instruments that will help me reach my financial goals." -DT
"Courteous / attention to detail / easy to work with on self-directed IRA's / and they give good help and advice to make sure things are done correctly" -PM
"Just getting started with Mountain West IRA. So far the staff has been highly responsive, patient and willing to educate me. I am not sure how big they are but they certainly behave like a small company in a good way. They answer the phone and emails quickly." -LM