Which Self Directed plan best suits your needs?

If you have an existing IRA, or a 401(k) or other pension plan from a former employer, and you meet one or more of the following criteria…we have a plan to suit your needs:

  • I want total control over whatever plan I set up…including checkbook access.
  • I want choices for investing outside of just stocks, bonds and mutual funds.
  • I’m self employed, with no full time employees, and want my own 401(k) plan.
  • I’m self employed, and would like to be able to borrow from a 401(k) plan.
  • I want to use my retirement funds to own and run a small business.

Explore the individual options below and then do a comparison to determine the best option for investing your Self Directed retirement funds.

Self Directed IRA LLC

  • Designed for total control
  • Checkbook access of funds
  • Choices outside the stock market
  • Set up as Roth or Traditional IRA

Solo 401(k)

  • Designed for self-employed only
  • Checkbook access of funds
  • Self Administration
  • Personal loan provision

Business Funding IRA

  • Designed to run a small business
  • Checkbook access of funds
  • Eliminates need for debt financing
  • Can receive salary & benefits

Compare Plans

More than one plan may be suitable for your situation. Compare the plans side-by-side to determine the best fit for you.