MOUNTAIN WEST IRA has provided self-directed retirement account administration and recordkeeping services since 2006. We help individuals and small business owners establish and administer accounts that can hold a wide range of allowable alternative assets.
You choose the assets held within your self-directed retirement account and direct your transactions. Mountain West IRA provides the administrative and recordkeeping services.
Our experienced team provides responsive, personalized support to help clients navigate account administration and transaction processes.
Access webinars, videos, guides, and other educational resources to better understand self-directed IRAs, alternative assets, and account requirements.
We maintain administrative, technical, and physical safeguards designed to protect client information and support secure account administration.
Since 2006, Mountain West IRA has provided administrative services for a wide variety of allowable alternative assets, including real estate, promissory notes, private entities, and precious metals.
Our team processes transactions at the direction of the account owner and provides assistance with documentation, funding instructions, and account-related questions.
Mountain West IRA has specialized in self-directed retirement account administration and recordkeeping since 2006. We support a wide range of allowable alternative assets, including real estate, promissory notes, private entities, precious metals, and more.
Our experienced team provides personalized service and educational resources to help clients better understand self-directed IRAs, account requirements, and transaction processes.
As a passive administrator, Mountain West IRA processes transactions at your direction. You choose the assets held within your account, and we provide the administrative and recordkeeping services needed to support your self-directed retirement account.
Founded in April 2006 by CEO Jon A. Galane, Mountain West IRA specializes in self-directed retirement account administration and recordkeeping for individuals and small business owners nationwide.
Based in Idaho, we help clients establish and administer self-directed retirement accounts that can hold a wide range of allowable alternative assets, including real estate, promissory notes, private entities, precious metals, and more.
Our focus is on providing personalized service, knowledgeable administrative support, and educational resources to help clients better understand their accounts and the self-directed IRA process.
Schedule a free consultation with Mountain West IRA to discuss personalized retirement account solutions and allowable investments that align with your financial objectives.
Customize your ideal retirement plan with Mountain West IRA, leveraging their expertise to design a tailored investment strategy aligned with your unique financial aspirations.
Secure a prosperous future by building enduring retirement wealth through the diverse allowable investments available within a self-directed IRA.
Select an administrator that supports the types of assets you want your retirement account to hold. Consider administrative services, fees, educational resources, and account support.
Read Full GuideChoose the retirement account that fits your circumstances. Traditional, Roth, SEP, and SIMPLE IRAs, along with Individual 401(k) plans and HSAs, may offer self-directed options. Each account type has its own eligibility requirements, contribution limits, and tax rules.
Read Full GuideComplete the appropriate Starter Kit and provide the required identification, account information, and supporting documentation to establish your account.
Read Full GuideDepending on your account type and eligibility, you may fund your account through an IRA transfer, an eligible rollover from another retirement plan, or a contribution. Applicable limits and requirements vary by funding method.
Read Full GuideSelect the allowable asset you would like your self-directed IRA to hold. Options may include real estate, promissory notes, private entities, precious metals, digital assets, and more. All assets and transactions must comply with applicable requirements.
Read Full GuideSubmit the appropriate Direction of Investment form and supporting transaction documents to Mountain West IRA. Once all required documentation and sufficient funds are received, we process the transaction according to your instructions.
Read Full GuideIncome generated by IRA-owned assets, including rent, interest, and sale proceeds, must be returned directly to the IRA. Applicable asset expenses must also be paid from the IRA. Annual fair market valuations and other reporting requirements may apply depending on the asset.
Read Full Guide
B Woolever
July 5, 2021
Jon Rand
April 5, 2017
Michael Beaulieu
April 3, 2017
Shannon Robnett
February 16, 2023
David Turnbull
November 5, 2018
Lester Mascon
September 6, 2019
Learn how self-directed IRAs work and explore the alternative assets they can hold, including real estate, promissory notes, precious metals, and more. Get started with our free educational eBook.
Explore the flexibility of a self-directed IRA and the alternative assets it can hold, including real estate, promissory notes, precious metals, and more. Our team is here to help you understand your account options and the steps to get started.
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