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Information Kits

Our information kits have been updated for 2020! Fill out the form and you’ll be re-directed to a download link.

Self-Directed IRA Info Kit

Control your investments

Solo 401(k) Info Kit

Build retirement wealth

ROBS Solution Info Kit

Invest in yourself


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)


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 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.