IPX Retirement specializes in providing custody and recordkeeping services for a wide range of self-directed retirement plans, including Traditional, Roth, SEP, and SIMPLE IRAs. The company focuses on serving institutional partners such as financial advisors, investment platforms, and plan sponsors by offering a platform that accommodates both traditional and alternative investments like real estate, private equity, and precious metals. As part of the IPX family of companies, which includes Investment Property Exchange Services, Inc. (IPX1031®), they leverage extensive experience in specialized financial services to provide secure and compliant solutions for retirement investing.

Founded in

United States