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IRA Forms

Lexi Capital has an exclusive IRA establishment partnership with SDIRA Services Inc for all traditional and Roth precious metals backed IRA’s.  Lexi Capital serves as the government mandated 3rd party dealer of record for transactions.   Because of our volume,  we have established preferred dealer pricing which we pass on to our clients offering $0 fee IRA on new accounts funded with $15,000 or more. ABOUT SDIRA Services Inc. Self Directed IRA Services, Inc. (SDIRA Services) was founded in 2008 as a wholly-owned subsidiary of  Horizon Bank. SDIRA Services provides administration and custody of alternative and traditional assets in  self directed IRAs for individuals and small businesses nationwide. We specialize in allowing a wide range of  investment vehicles within Traditional, Roth, SEP and SIMPLE IRA accounts including, real estate, trust  deeds, mortgages, tax liens, precious metals, promissory notes, closely-held stocks, REITs, private limited partnerships, limited liability companies and more.  SDIRA Services Download Company Profile.

IRA Set Up Forms (Paper):

Lexi Easy IRA Form(Online):  

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