What’s included?
- Establishment of one (1) Self-Directed IRA “Checkbook Control” Structure
- Acquisition of LLC Tax Identification Number
- Establishment of Self-Directed IRA account with IRS Approved Custodian
- Generating special purpose Self-Directed IRA LLC Operating Agreement
- Generating special purpose Self-Directed IRA LLC Subscription Agreement
- Assistance with the transfer of funds to an FDIC-insured IRA Custodian
- Assistance in the establishment of business bank account
- Assistance in completion of documents to transfer funds to LLC
- Free tax consultation on the UBTI and UDFI rules
- Memorandum on the Self-Directed IRA LLC Structure
- Free tax consultation with CPA on Self-Directed IRA LLC tax reporting guidelines
- Free consultation with in-house tax professional on the Self-Directed IRA LLC structure and prohibited transaction rules
- Guaranteed IRS audit Protection regarding the legality of the Self-Directed IRA structure
What’s included?
- Establishment of IRS approved Self-Directed Solo 401(k) Plan
- Free Solo 401(k) Plan tax consultation with in-house tax professionals
- IRS Opinion Letter
- Adoption Agreement
- Basic Plan Document
- EGTRRA Amendment
- Summary Plan Description
- Trust Agreement
- Appointment of Trustee
- Beneficiary Designation
- Loan Procedure
- Loan Promissory Note
- Application for plan trust EIN
- Assistance with tax-free rollover of funds to Solo 401(k) Plan
- Assistance with opening plan bank account
- Free Solo 401(k) Plan tax support
- Free tax consultation on the UBTI and UDFI rules
- Free tax consultation of “Disqualified Person” and “Prohibited Transaction” Rules
- Free tax consultation with in-house CPA on IRS Form 5500-EZ & assistance with completing form
- Guaranteed IRS audit Protection
Rollover for Business Startups
(ROBS Solution)
$2500
one-time establishment fee
$800/yr
record-keeping fee
What’s included?
- Establishment of (1) one Corporation including Filing Fees
- Filing Corporate Articles of Incorporation with the state
- Application for Corporation EIN
- Generating all required initial corporate resolutions and minutes
- Generating required Stock Purchase Agreement
- Generating required Employee Stock Purchase Agreement
- Free consultation with in-house tax professional
- Adoption of 401(k) Plan
- Basic Plan Document
- EGTRRA Amendment
- Summary Plan Description
- Trust Agreement
- Appointment of Trustee
- Beneficiary Designation
- Application for Plan trust EIN
- Assistance in the establishment of business and Plan bank accounts
- Assistance with the transfer of funds to your new 401(k) Plan bank account
- Tax and ERISA support on the Business Acquisition Solution and the 401(K) Plan.
- Access to CPA on matters involving IRS Form 5500
- Guaranteed Audit protection regarding the legality of the Business Acquisition Solution
What you can do now
Learn if you qualify
Don’t know which plan you qualify for? Have questions about a transaction? Our tax professionals are here to help and will get back to you ASAP.
Open An Account
We’ll take care of everything. We’ve helped over 12,000 clients open self-directed retirement accounts over the last 10 years. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA retirement professionals are on-site, greatly reducing the set-up time and cost.
Call us at 800-472-0646 to get started; we’ll help you get a self-directed retirement structure started within minutes.
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Learn More
We have a ton of resources that will help answer all your questions. We understand the importance of education when it comes to retirement, and we want to make sure you’re confident about every decision you make.
The button below takes you to our learn more pages, but you also have access to our Forbes articles, blog, videos, and podcast.
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