We establish Self-Directed retirement plans for our clients that are set up with "checkbook control". Our clients receive the highest quality, personalized service at very affordable rates, in all 50 states. You can invest in real estate, mortgages, notes and other non-traditional investments. To gain checkbook control one of following structures is used:
- Solo 401k (for qualified self-employed individuals)
- IRA owned LLC (also known as Checkbook IRA)
Both of these investment structures minimize the fees and eliminate the delays associated with an IRA custodian, enabling the investor to act quickly when opportunity presents itself. The funds are available to be invested into real estate, businesses, tax liens, and much more.
We Make it Simple:
There are no tax consequences when you set up a Self Directed IRA or Solo 401(k) plan. Our turn-key process involves a direct transfer of your retirement funds from your current plan administrator to a custodian or plan trust account that allows investments into non-traditional assets, and then to a local bank account giving you “checkbook control”.
Senior Account Manager