Education Center

Self directed IRAs and Solo 401(k)s are relativley new products, and sometimes it can be hard to find accurate information. Here in the Education Center, you should be able to find everything you need to know. If you still have questions, please don't hesitate to call. One of our specialists will give you the answers you need.

Golden egg representing the benefits of the self directed retirement platform.Self Directed Benefits
Checkbook Control - Advantages
Checkbook Control - History
5 Self-directed Myths
Solo 401(k) Personal Loan
Contribution Limits


Gold bars and other alternative assets that mat be purchased with a self directed IRA.Retirement Assets
Gold and Precious Metals
Real Estate
Real Estate Retirement
Tax Lien Fund
lternative Assets
tarting a Business

The rules and regulations of self directed retirement plans.Rules and Regulations
Legal Guidelines
Prohibited Transactions
Rollover - Direct
Rollover - Indirect
UBIT - Unrelated Business Income Tax
UDFI - Unrelated Debt Financed Income

Checkbook control and other features of the self directed IRA.The Self Directed IRA
Annual Maintenance
The Basics
5 IRA Mistakes to Avoid
Self-directed IRA v. Solo 401(k)

Casual business woman with a Solo 401(k).The Solo 401(k)
Annual Maintenance
FAQ - Self-directed Solo 401(k)
5 Solo 401(k) Mistakes to Avoid


Self directed retirement tools for the IRA and Solo 401(k).Tools
Individual 401(k) Contribution Calculator
SEP IRA Contribution Calculator
Loan Calculator - General Loan
Loan Calculator - Solo 401(k)



Speak to a specialist today! (800) 395-5200
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