Your retirement plan, your way

We file the IRS-approved documents for your prototype self-directed 401(k) with In-plan Roth Rollover amendments, obtain Trust EINs from the IRS, and set up the plan with you (or the person of your choosing) as the trustee.

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401(k) FAQs

  • What is a 401(k)
  • What can a 401(k) invest in
  • What a 401(k) cannot invest in
  • Investing your 401(k) in other businesses
  • Investing your 401(k) in Real Estate
  • Funding Methods for a Roth 401(k)
  • 401 K
  • Understanding Market Cycles helps predict what state the economy is in one to two quarters in advance ahead of the economic cycle. Watching for telltale signs of which companies will be successful in the coming stages of an economic cycle can give great insight into which stage the economy is in.

  • 401 K
  • Creating an LLC under an S-Corp