Free Tools
Information Kits
Our information kits have been updated for 2022! Fill out the form and the selected kit will be automatically downloaded.
Self-Directed IRA
Guide to directing your investments.
Solo 401(k)
The best plan for the self-employed.
ROBS Solution
Use retirement funds to buy a business.
Cryptocurrency
Invest in cryptos with retirement funds.
Calculators
Solo 401(k) Max Contribution
The amount that can be contributed to a Solo 401(k) plan is based on whether your business is taxed as a corporation and you receive a W-2 or if you are taxed as an LLC, partnership, or sole proprietorship.
Solo 401(k) Loan
Solo 401(k) participants can take a loan from their plan if it is permitted in the business’s Solo 401(k) documents. A loan is permitted at any time using the accumulated balance of the Solo 401(k) as collateral.
Roth IRA Contributions
The primary advantage of using a Self-Directed Roth IRA over a traditional IRA is that all income and gains grow tax free and will not be subject to tax upon withdrawal or distribution at age 59 1/2
