Welcome to Heritage IRA

Take Charge of Your Retirement Journey

Experience the Freedom of Self-Directed Investing with Fast Funding, Expert Guidance, and Diverse Asset Options

It's All About You!

Supporting You with Certified Retirement Specialists.

Welcome to a new way of thinking about retirement—one where you’re in the driver’s seat.

Whether you’re investing in real estate, private lending, or alternative assets, you decide the direction, and we provide the expert support and guidance.

Learn More

Navigate Regulations and Paperwork with Confidence

A Trusted Guide

At Heritage IRA, we take the stress out of complex Federal regulations , so you're not tackling them alone.

Seasoned professionals streamline the details, so you can focus on making the most of your IRA.

Invest in what you know best - from real estate to private equity, leverage your expertise with a Self-Directed IRA.
Spread investments across multiple assets to build a more stable retirement portfolio that can weather market changes.
Take advantage of tax benefits while maintaining control over your retirement investment strategy.
Get the flexibility to choose alternative investments beyond traditional stocks and bonds.

We’re committed to making your journey easier.

How It Works

Easy Steps Toward Financial Freedom

Open Your Account

We'll help you set up your Self-Directed IRA and handle all the paperwork, making the process quick and seamless.

Open Account

Fund Your Account

Choose your preferred funding method - rollover, transfer, or contribution. Our team guides you through each option to find what works best.

Access Forms

Start Investing

Select from diverse investment options like real estate, private lending, and more. We ensure you understand the guidelines while pursuing your investment goals.

Invest Fast

Choose Your Plan

Affordable Financial Stability for Your Peace of Mind

Per Asset Plan

$300/yr

Start your self-directed IRA journey with our essential account services. Get the fundamentals you need to manage your retirement investments with professional support and standard processing times.

Single IRA Account
$50.00 Set Up Fee (For Each IRA)
$100.00 Transaction Fee (Buying Or Selling Any Asset)
$300.00 Annual Fee For Each Asset Held In The IRA

$35.00 To Wire Out Funds
ACH Free
Roth Conversions Free
Standard Processing
Times For Investments
Professional Account
Management Support
Email & Phone Support

Open Single Asset Plan

Heritage Gold Plan

$3,000/yr

Heritage Gold provides expert personalized guidance for your unique retirement journey. From complex investments to comprehensive service for your entire family - all with a simple, transparent fee structure.

$3000 For 10 IRAs Between You and Your Immediate Family
$35.00 To Send A Wire
Free Account Opening
Free Asset Purchases
Free Asset Sales
Free ROTH Conversions
Free ACHs
Additional Accounts $80 Each (After Initial 10 IRAs)
Expedited Processing Times For Investments
Professional Account
Management, Portfolio Analysis & Compliance Reviews
Email, Phone, & Direct Calendar Access

Open Heritage Gold Plan

UPCOMING EVENTS 2025

Macro Investment Outlook for Self-Storage

Assets

Mar 22, 2025 10:00 AM CST

Reserve a Spot

The Basics of a Self-Directed IRA & Why You Should Have One

Mar 26, 2025 12:00 PM CST

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The Basics of a Self-Directed

IRA & Why You

Should Have One

Apr 9, 2025 12:00 PM CST

Reserve a Spot

What our Customer are Saying

As a real estate investor, I wanted to use my retirement funds to invest in properties. Heritage IRA made the complexities of a Self-Directed IRA simple. Their expertise and guidance were invaluable, helping me navigate the process and build a diversified portfolio. I highly recommend them.

Albert Fisher

I used to think Self-Directed IRAs were only for sophisticated investors. Heritage IRA made the process simple and straightforward, even for a first-timer like me. I now have the freedom to invest in assets I understand and feel empowered to make decisions about my retirement.

Kristin Rodriguez

With my Self-Directed IRA, I invest in private companies I believe in. Heritage IRA's exceptional customer service sets them apart. They're responsive, knowledgeable, and genuinely care about their clients' success. They've made managing my Self-Directed IRA a breeze.

David Flores

Frequently Asked Questions

What is a Self-Directed IRA and why should I consider one?

A Self-Directed IRA is a retirement account that gives you control to invest in a wider range of assets beyond stocks and bonds, like real estate, private businesses, and more. It's a great option if you're looking for more diversification and the potential for greater returns.

What makes Heritage IRA different from other custodians?

At Heritage IRA, we combine expert guidance from certified retirement specialists with a commitment to personalized service. We make the process of setting up and managing your Self-Directed IRA simple and straightforward. We focus on our clients.

What can I invest in with a Self-Directed IRA?

You have a lot of options! Common investments include real estate, private lending, private equity, and precious metals. We can help you explore the possibilities.

How do I get started with Heritage IRA?

Getting started is easy! You can open an account online in minutes or contact us to speak with a retirement specialist who can answer your questions and guide you through the process. You can always give us a call at (713) 489-4472 for more information.

Are there any risks with Self-Directed IRAs I should be aware of?

While offering more control, Self-Directed IRAs come with the responsibility of making your own investment decisions. It is important to fully understand the investments you choose. Heritage IRA does not offer financial advice, but we recommend that you speak to a financial professional.