top of page

Retirement Plans

Your Imagine Agent can help you set up your self-directed IRA through Imagine IRA.  Through our alliance with AET, a Regulated Trust Company with over a decade of experience, Imagine IRA provides clients with a tech-forward solution with a modern portal.  Our portal is secure and compliant with industry leading security.

Self-Directed Accounts:

  • Traditional & Roth IRAs

  • Employer or Solo 401Ks

  • Simple Employer Pensions

  • HSA & Cash Savings Accounts

Multi-Purpose Asset Custody:

  • Trust Deeds

  • Private Placement Memorandums (PPMs)

  • Real Estate

  • Precious Metals

  • Cryptocurrencies

  • Commodities

  • Cash & Currencies

Imagine IRA color.png

The Investor Portal:  A Streamlined Experience

Dashboard

Clients can review account snapshots, initiate deposits, withdrawals, and IRA transfers.

Assets

The Assets tab makes it easy for your users to track their history of transactions, investments, and documents related to a given asset.

Bill Pay

The Billpay feature is an empowering tool for users to easily manage third-party fees associated with their accounts or assets. A good example would be property managers, contractors, or maintenance costs for a rental property owned by an IRA.

Invest

The Invest tab is where your users can leverage their retirement and cash accounts on the system to invest in a variety of asset types. Private placements, metals, digital currencies, and real estate are a few of the supported asset classes.

Documents

Users can use the Documents hub to manage, share and store tax forms, PPMs, and much more.

Imagine Financial Group, LLC and all affiliated companies (collectively "Imagine") is not a licensed broker-dealer, market maker, investment advisor, or underwriter. All information that we provide is for informational purposes only and should not be construed as an offer or solicitation of an offer to buy or sell securities. Furthermore, investing in such securities involves substantial risk of loss and investors should seek advice from financial professionals before investing.  Insurance provided through Imagine Financial Group, LLC in the states where it is licensed.  In California, insurance offered through IIG Imagine Insurance Marketing (License # 6014226).  Qualified Plans offered through Imagine IRA, LLC.  Imagine does not provide tax, real estate, investment, financial or legal advice.

​

Privacy Policy

​

© 2025 Imagine Financial Group, LLC

​

Executive World Headquarters: 8020 W. Sahara Ave, Suite 160, Las Vegas, NV  89117

Phone: 702.721.9575

  • Instagram
  • Facebook
  • X
  • LinkedIn
  • Vimeo
bottom of page