Self-Directed IRA and Solo 401k Plans
Real Estate Investing, Business and more…
Our Self Directed plans are set up with “checkbook control” and we provide the highest quality, personalized service at the lowest possible cost, in all 50 states. You can invest in real estate, mortgages and notes, tax liens, private companies or use your plan to finance a business. You get ongoing, no-cost consultation, not just for 60 days or 6 months…but for life. Read More…
Self Directed IRA and Solo 401k Plans Overview
A Self Directed IRA is commonly referred to as a Checkbook IRA because the process results in monies being placed into a checking account for immediate access by the investor. One of three structures is used to gain checkbook control:
- Self Directed IRA LLC (Limited Liability Company)
- Solo 401(k) for qualified self employed individuals
- Business Funding Plan to actively engage in running a business
These investment structures 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.
Real Estate Investing: Today’s marketplace presents extraordinary opportunities to invest in distressed real estate at extremely low prices. Investment Real Estate is the most popular option for using a Self-Directed IRA, otherwise known as a Real Estate IRA or Self Directed IRA LLC. Investing into real estate options, tax liens or deeds and deeds of trust are also popular options.
Funding A Business: In today’s complicated economic environment, many people are opting to buy a business or franchise, or provide working capital to their existing small business. Utilizing a custom designed Business Funding IRA, you can finance a business, draw a salary, and contribute to your retirement plan with profits from the business.
Other Assets: Loans to businesses are certainly worth evaluating. And, don’t overlook equipment leasing, foreign companies, precious metals and many other allowed investments. There are only two investments that are prohibited by IRS rules…collectibles and life insurance. Everything else is fair game.
Simple As 1-2-3: 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”.
Contact an Advisor to get started today!
