Self-directed Retirement Solutions

Whether you are looking for a tax-advantaged way buy real estate, put a portion of your retirement into crypto or gold, or a combination of the two, we have a solution for you.

Our experts from legal, tax, and real estate backgrounds are ready to listen to your financial goals. After understanding your situation, we will assist with a custom solution that best enables you to accomplish your desired outcome.

We offer tax-advantaged retirement accounts in a variety of formats, all with simple, competitive pricing. Explore below to learn about your options.

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Basic Self-directed IRA

Ideal for investors in gold, crypto-currency, and simple real estate holdings.

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Checkbook Control IRA

Ideal for investors with more involved real estate holdings, such as house flippers or those with multiple properties.

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Solo 401(k)

Ideal for high earning self-employed individuals, a Solo 401(k) allows for annual contributions nearly ten times greater than an IRA. Additionally, a Solo 401(k) is not subject to Unrelated Debt Finance Income (UDFI) taxes.

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