Checkbook IRAs, Checkbook Solo 401(k)s, Checkbook Defined Benefit Plans, & Checkbook Life Insurance: Self Directed Retirement Plans That Put YOU In Control
Real Estate • Cryptocurrency • Private Lending • Hard Money Lending • Tax Liens & Tax Deeds • Mortgage Notes • Trust Deeds • Merchant Cash Advance • Litigation Finance • Pre-Settlement Funding • Precious Metals & Coins • Gold • Silver • Crowdfunding • Private Equity • Livestock • Timberland • Cannabis • Life Settlements
Ideal for anybody that has earned income or accumulated retirement funds in other accounts
- Simple & Cost-effective
- Broad Eligibility
- Alternative Investments
- Rollovers & Transfers
- Traditional & Roth IRAs
- SEP IRAs & SIMPLE IRAs
- Tax Deductions & Deferrals
- Roth IRA Tax-free Growth
- Estate Planning
- Asset Protection
Ideal for those with any form of self-employment income that don't have full-time employees
- Simple & Cost-effective
- High Tax Deductions
- Salary Deferrals
- Profit Sharing
- Roth Subaccount
- Loan Feature
- Pre-Tax Life Insurance
- No Real Estate UDFI
- Rollovers & Transfers
- Alternative Investments
- Asset Protection
Ideal for those looking to make the highest tax-deductible contributions to a retirement plan
- Highest Tax-Deductions
- Alternative Investments
- Loan Feature
- Combinable with a 401(k)
- Rapidly Accumulate Funds
- No Real Estate UDFI
- Pre-tax Life Insurance
- Flexible Plan Designs
- Asset Protection
Ideal for those that want tax-free growth beyond the limits of IRAs & Qualified Plans
- Unlimited Contributions
- Alternative Investments
- Tax-Free Loans
- Tax-Free Internal Growth
- Rapidly Accumulate Funds
- No Prohibited Transactions
- Complete Liquididty
- Death Benefit
- Asset Protection
STRUCTURED TO GIVE YOU CONTROL, SECURITY & FLEXIBILITY
We craft retirement plans that enhance your current and future finances,
while giving you complete control over investment selection.