In the rare circumstance a client cannot qualify for their own
Self-Directed 401(k) plan, we then utilize a Self-Directed IRA as a way
for them to still accomplish their investment goals.
individual is an owner of a company or companies where control group
rules apply, there may be partners or employees that disqualify, or
otherwise hinder, the individual's ability to own a Self-Directed
Additionally, individuals looking to consolidate or
transfer a beneficiary IRA or a ROTH IRA into an individual 401(k) plan
will find that this is specifically disallowed by the IRS.
these circumstances we offer a checkbook controlled Self-Directed IRA
package that allows many of the same investment opportunites you will
find in a Self-Directed 401(k) plan.
We analyze and interview all
self-directed custodians available and utilize only those who have the
lowest fees and highest quality of services.
Keep in mind that there are specific tax issues that occur when owning leveraged assets in your IRA.
See our FAQs page for more information or feel free to give us a call for a free consultation.