When making business decisions that affect your long-term goals, like what types of investments to make with your retirement dollars and which vehicles to use, it really is best to be aware of all of your options. We frequently talk about the Solo 401(k) and...read more
Learn About Our Retirement Planning Products
Learn about our Retirement Planning products
IRA BUSINESS TRUST
The self directed IRA-owned trust is an IRA business trust for real estate investors which gives the IRA owner checkbook control
SOLO 401(K) Compliance
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.
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.
Our Blog Posts on Retirement Planning
Approximately half of Americans fail to make an estate plan, which can be a major mistake. Real estate investors have even more to lose without an estate plan. So what are some of the tools that we use for an effective estate plan? What can you do today to make life...read more
Odds are good that if you’re considering the Self-Directed 401(k) as an investment vehicle for your retirement funds, you have at least heard the term “Checkbook Control.” You may even already have a grasp of Checkbook Control and know that you want...read more
Charitable contributions are a popular strategy among the wealthy for lowering tax payments. But this method isn’t exclusively for the Michael Dells and Kim Kardashians of the world. Investors from all income levels, including you, can use it too. But even savvy...read more
Nobody loves them, but deadlines are nonetheless an important part of “adulting.” This is particularly true when it comes to your Self-Directed 401(k). If you have ever participated in a traditional employer-sponsored 401(k), you likely already know (or...read more
Real estate investors are typically excellent candidates for self-directed retirement accounts, in no small part because of their experience with evaluating investment opportunities. But there is a world of options: Self-Directed IRAs, 401(k)s, and of course, the Roth...read more