IRA LLC
The Original Checkbook IRA, gives you direct access to your funds through an LLC checking account for investing Real Estate and much more.
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Direct Access to your funds with Checkbook control
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Superior liability protection
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Annual state fee required for LLC
Solo 401k
The premier retirement plan for self-employed individuals, without the hassle of dealing with a Custodian.
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Direct Access to your funds with Checkbook control
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Higher contribution limits than IRA’s
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No ongoing State fees
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Includes pre and post-tax contribution options
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Includes a loan feature
IRA TRUST
For fee sensitive clients who want Checkbook control of their retirement funds, without the fees paid to the state on an annual basis.
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Direct Access to your funds with Checkbook control
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Quicker to establish than the IRA LLC
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No ongoing annual fees paid to the state
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