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Effortless Self-Directed Retirement
Take charge of your financial future with a self-directed retirement plan. Enjoy tax savings and the flexibility to invest in assets that interest you.
Already have a 401k or IRA?
We can help you roll over your existing accounts to a self-directed account. You may qualify if you meet any of the following criteria:
* You are of retirement age.
* You no longer work for the employer that holds your 401k or IRA.
* In some cases, if you are currently employed, you can move over the “company vested portions” of your account.
Invest like an expert and begin your path today.
Set up your plan. Transfer your funds. Enjoy investment freedom.
Quick and Easy Online Account Setup
We’ve refined our online setup process to make it incredibly user-friendly.
Retirement Plans Approved by the IRS
Our tax-advantaged retirement plans meet all IRS rules and regulations.
Leverage the benefits of tax deferral
Never underestimate the impact of compounding returns combined with tax deferral. Because Self-Directed IRAs are entirely tax-deferred, you won’t incur capital gains taxes.
Let us handle the hassle for you
Our process ensures fast, accurate, and compliant rollovers. Transferring your retirement funds into a self-directed IRA or Solo 401k plan comes with no tax consequences.
Investment Ideas
Invest your retirement funds in a variety of options including real estate, private businesses, precious metals, private lending, and more!
Real Estate
Investing in a real estate offers numerous benefits, including portfolio diversification, potential for high returns, and tax advantages. It generates passive income through rental properties and serves as a hedge against inflation. Additionally, real estate investments provide long-term stability and greater control over assets compared to other options.
Private Businesses
Investing in private businesses offers high return potential and more control over business operations. It diversifies your portfolio and provides unique tax benefits. Additionally, it supports economic growth and innovation, aligning investments with personal values and community development.
Precious Metals
Investing in metals offers several benefits. Metals like gold and silver are tangible assets that can act as a hedge against inflation and currency fluctuations, preserving wealth over time. They provide portfolio diversification, reducing overall investment risk. Metals are also highly liquid, easily bought and sold in various markets.