Next Level
Retirement!
Our direct relationship with our sister company, American Estate & Trust allows us to offer a more flexible philosophy on IRA investing. Most custodians limit investment options because they earn fees from your investments, are too conservative, or are not prepared for non-traditional investments. We do not!
An IRA with checkbook control involves creating an entity owned by your self-directed IRA, providing full control of the funds through a bank account at your preferred bank. This allows for quick transactions without involving the custodian. Using a business trust as the entity structure can significantly help in avoiding taxes.
The solo 401(k), also known as the "one-participant 401(k) plan" as described by the IRS, is designed for self-employed individuals, including business owners and potentially their spouses.
This self-managed plan may have minimal to no annual fees and offers the flexibility to invest in alternative assets.
ROBS, or Rollover for Business Startup, allows you to use your retirement funds to finance your own business and potentially pay yourself a salary. These plans are available for C corporations, and involve creating a new pension plan funded by your retirement savings to purchase shares in the company.
Knowing your fees in advance allows you to plan and adjust your strategies accordingly.
“A percentage based approach can really effect your gains as your account matures, so Accuplan’s flat fees offer a substantial value over time.” - Nicolas Aynat
Brian Davis, a Self-Directed IRA expert, specializing in helping investors who need self-directed IRA custodial accounts, and those who want full control of their IRA. This can be acheived by providing entity creation for checkbook IRAs and self-trusteed solo 401(k) plans.
Brian Davis has grown with the industry, from a few accounts, to well over 1,000 in the last fifteen years. Since 2009, Brian has established accounts throughout the state of California and across the entire country. Giving him the expertise to answer any questions, and provide detailed insight relating to self-managed retirement accounts.
Brian’s clients love the freedom they have to make decisions about their own money. They prefer not to have it managed by some anonymous, invisible, hard-to-reach investment institution. Clients control their own accounts using our very popular checkbook-control IRA, for more freedom and flexibility. Other clients are utilizing our 401(k) self-trusteed plan as the number one choice for our small business owners and the self-employed.
- Connect with an experienced SDIRA expert.
- See how our self-directed IRA program works for you.
- Gain a clear understanding of our FLAT fee schedule.
- See our software platform designed for managing alternative assets.
