ReSure Investor Account Prime – a.k.a. RIA Prime gives you all the options and unlimited discussion time with ReSure’s in-house CPA for questions related to your self-directed account.

ReSure is your guide to self-directed investing. ReSure doesn’t sell paperwork. Rather, we’ll help you attain the clarity to select the tax-advantaged structure that delivers the highest ROI to you – based on your unique tax profile & investment goals – and implement that plan for you, start to finish.

RIA Prime Account Options

  • Self-Directed 401k Plans For Employers
  • Checkbook QRP option
  • Checkbook 401k option
  • Solo 401(k) Plans
  • 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
  • ERISA QRP Plans
  • Age Integrated Plans
  • Safe Harbor 401k Plans
  • New Comparability Plans
  • Full-service facilitation
  • Enhanced asset-protection
  • Guided plan selection process
  • Proprietary compliance assistance
  • Proprietary educational resources
  • Multi-tier entity options
  • Financial strategy optimization
  • Advanced tax strategy
  • Roth QRP, Roth 401k, Roth SDIRA
  • Non-ERISA QRP Plans

Where can I get answers to my questions about self-directed retirement account investing, using SDIRA, QRP, Solo 401k & HSA?

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!

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.

ReSure helps you with every form of Self-Directed & Checkbook Control SDIRA, QRP, Solo 401(k), HSA – so you can be confident that we’ll implement the plan design that’s in your best interest.

Get Customized Control QRP, Solo 401k, SDIRA, HSA

What will you get? ReSure Investor Accounts

Self-directed investors need customization and ReSure has developed a unique approach to deliver that to you.

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 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. ReSure is led by a credentialed CPA and nationally recognized expert in self-directed investing.