Diversify, reduce taxes & increase retirement security
Checkbook control retirement plans are the investment solution that entrepreneurs love and investors trust.
Introducing retirement plans that put you at the center: Get control of your future and invest in assets that appeal to you, directly from a checking account, exactly when you need.
Checkbook IRA
Ideal for anybody that has earned income or accumulated retirement funds in other accounts
- Simple & Cost-effective
- Broad Eligibility
- Alternative Investments
- Rollovers & Transfers
- Traditional & Roth IRAs
- SEP IRAs & SIMPLE IRAs
- Tax Deductions & Deferrals
- Roth IRA Tax-free Growth
- Estate Planning
- Asset Protection
Checkbook 401(k) Plan
Ideal for those with any form of self-employment income that don't have full-time employees
- Simple & Cost-effective
- High Tax Deductions
- Salary Deferrals
- Profit Sharing
- Roth Subaccount
- Loan Feature
- Pre-Tax Life Insurance
- No Real Estate UDFI
- Rollovers & Transfers
- Alternative Investments
- Asset Protection
Checkbook Defined Benefit Plan
Ideal for those looking to make the highest tax-deductible contributions to a retirement plan
- Highest Tax-Deductions
- Alternative Investments
- Loan Feature
- Combinable with a 401(k)
- Rapidly Accumulate Funds
- No Real Estate UDFI
- Pre-tax Life Insurance
- Flexible Plan Designs
- Asset Protection
Checkbook Life Insurance
Ideal for those that want tax-free growth beyond the limits of IRAs & Qualified Plans
- Unlimited Contributions
- Alternative Investments
- Tax-Free Loans
- Tax-Free Internal Growth
- Rapidly Accumulate Funds
- No Prohibited Transactions
- Complete Liquididty
- Death Benefit
- Asset Protection
STRUCTURED TO GIVE YOU CONTROL, SECURITY & FLEXIBILITY
We craft retirement plans that enhance your current and future finances,
while giving you complete control over investment selection.
We work together with you and your advisors
As financial professionals, we understand the factors that guide your finances and retirement plans. We love collaborating. Get Started
Maximize investment performance
Generate outsized returns by allocating all or part of your portfolio to investments that you control and understand best. Get Started
Consolidate retirement accounts
For ease of administration roll all your retirement funds into your checkbook retirement account. Get Started
Legal and compliant
Checkbook retirement accounts are legal retirement plan structures and are based on the tax code and case law. Get Started
FREQUENTLY ASKED QUESTIONS
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