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CONTROL YOUR OWN RETIREMENT WITH A SELF-DIRECTED IRA

PROMISSORY
NOTES

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CRYPTO

REAL ESTATE

TRUST
DEEDS

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 IRA, 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. Imagine is a financial education marketing company offering client referral services to private lenders and other non-licensed financial products. Imagine does not provide tax, investment, financial or legal advice. 

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© 2025 Imagine IRA, LLC

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

Phone: 702.721.9575

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