Learn About Our Retirement Planning Products

IRA BUSINESS TRUST

IRA BUSINESS TRUST

RETIREMENT PLANNING

The self directed IRA-owned trust is an IRA business trust for real estate investors which gives the IRA owner checkbook control

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SOLO 401(K)

SOLO 401(K)

RETIREMENT PLANNING

The Solo 401(k), also known as the self-directed 401(k) is a retirement option that savvy real estate investors can exploit with professional guidance.

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SOLO 401(K) Compliance

SOLO 401(K) Compliance

RETIREMENT PLANNING

Compliance for 401(k) plans can include a broad variety of services to ensure your plan isn’t running afoul of the law or regulations.

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Our Blog Posts on Retirement Planning

How The SECURE Act Impacts Inherited IRAs
How The SECURE Act Impacts Inherited IRAs

The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect on January 1, 2020. While the law was touted as a way to encourage retirement savings, some of the changes created by the SECURE Act actually limit the use of IRAs to build family...

Roth IRA Vs. 401K: Which Is Right For Me?
Roth IRA Vs. 401K: Which Is Right For Me?

Deciding the best way to save for retirement can be confusing. Many investment options seem remarkably similar and trying to understand the differences feel like trying to decipher the Rosetta Stone.  Choosing between the different types of retirement plans can be...