ReSure Active Investor Strategy Session
Enables you to confidently move forward as an active investor in real estate, hard money lending, tax liens, and all other active investments
We know you’ve got questions, lots of them. Guess what? There are are many, many more questions that you should be asking – and it’s the questions that you don’t even know to ask that are the most important!
Rest assured, at ReSure you’ll get all the answers!
Whether you’re exploring self-directed retirement accounts or already have one, you derive immense value from a ReSure strategy session. ReSure has helped thousands of investors with self-directed compliance & strategy – and we can help you, too!
While our plan set-up service is all-inclusive, ReSure respects that you may not yet be ready to proceed with full account setup – but you still need honest & expert info about self-directed retirement account investing. For you to get service in alignment with your current needs, ReSure provides self-directed strategy sessions.
During your strategy session, we’ll answer all your questions about self-directed retirement account investing. You’ll also be introduced to compliance concepts & strategic opportunities that you won’t learn about elsewhere. No salesy stuff, marketing gimmicks, or buzzwords – just pure self-directed straight-talk!
We thrive on knowledge and want you to be the most educated consumer, making the most well-informed self-directed financial choices.
Get your self-directed strategy session to avoid surprises, understand how to navigate SDIRA & QRP compliance, and invest strategically.
ReSure Active Investor Accounts
After assisting 1,000’s of investors with every aspect self-directed investing, we’ve helped countless people achieve massive success and avoid failure. We know what it takes to empower you with the knowledge & tools to achieve your self-directed financial goals.
For your success, you need systems and strategies that are tailored to your goals. When it comes to financial, legal, and tax strategy never accept a one-size-fits-all program.
There are hundreds of strategies and our experience has deeply ingrained in us that to serve you with integrity and position you for success, we must identify the approach that fits you best.
We implement every form of Checkbook Control IRA, QRP, & 401(k) – so you can be confident that we’ll implement the plan design that’s in your best interest.
- Checkbook QRP option
- Checkbook 401k option
- Checkbook IRA option
- IRA-Owned LLC option
- IRA-Owned Trust option
- QRP/401k-Owned LLC option
- IRA-Owned C-Corp option
- QRP/401k-Owned C-corp option
- Customized LLC domiciling
- Full-service facilitation
- Enhanced asset-protection
- Guided plan selection process
- Proprietary compliance assistance
- Proprietary educational resources
- Multi-tier entity option
- Comprehensive financial strategy optimization
- Advanced tax strategy
- Roth QRP, Roth 401k, Roth SDIRA
What will you get? ReSure Active Investor Accounts
We’ve learned that self-directed investors need customization and have developed a unique approach to deliver exactly what you need.
If you’re self-directing as an active investor by creating your own investment opportunities, you’ll maximize your ROI through a plan structure customized for you considering your investment & tax strategy. The difference between getting it optimized and getting it wrong can potentially be worth $100,000’s+.
The IRS rules governing self-directed retirement accounts are way more complex than service-providers want you to know. They want to sell you on an account set-up and move on. At ReSure, we want you to succeed and will educate you about the IRS rules, while helping you avoid IRS pitfalls that nobody else will tell you about.
What you won’t get? ReSure Active Investor Accounts
You won’t get a set of “boiler-plate” documents accompanied by hype and marketing buzz.
Remember: These are tax structures, governed by complex tax law, that enable you to execute advanced tax strategies – so be sure you’re working with a firm that has the experience & credentials to help you succeed.