Invest in Real Estate With IRA, 401(k), QRP, HSA, ESA
Self-Directed Tax-Advantaged Retirement Accounts
Create tax-sheltered wealth through:
Real Estate, Crypto, Syndications, Hard Money Loans, Tax Liens, Merchant Cash Advance, Private Companies, Precious Metals, Litigation Finance, Pre-Settlement Funding, Structured Settlements, Life Settlements, Bitcoin
and so much more.
ReSure appreciates that self-directed retirement services are not “one-size-fits-all” and offer you options, so that you can select the service best suited to your needs.
Account Features & Options
- Includes: SDIRA + IRA-Owned LLC
- LLC Asset Protection
- Traditional/Roth IRA
- LLC Banking Services
- No Transaction Fees
Total Cost for Express SDIRA & LLC:
$397 one-time + 379/yr
What is the Express SDIRA process?
Complete the quick & easy application by clicking on the “Sign Up: Express IRA” button.
Within 2 business days, you’ll receive, via ReSure’s secure portal:
- LLC Articles of Organization
- LLC EIN
- LLC Operating Agreement
- A link to securely complete your account setup with ReSure’s custody & banking partner
Fund the account and start investing in crypto, syndications, private placements and more!
Is Express IRA for me?
Express IRA is for you if you want to use a Self-Directed IRA to invest in alternative assets, but won’t be directly owning a “hard asset.” Express IRA is great for (i) investments in which there’s no hard asset and (ii) investments in which the hard asset is indirectly owned by the IRA-LLC. Express IRA is perfect for investing in real estate syndications, private placements, crowdfunding, crypto and other investments.
If your IRA-LLC will be a direct owner of a hard asset, a Custom Checkbook IRA is the perfectly suited to your needs.
If the funds you’ll be investing are coming from a 401k plan or Traditional IRA – and you have a Solo Business – a Custom Solo(k) may be a good fit.
If the funds you’ll be investing are in a Roth IRA, you must use an IRA to invest, as Roth IRA funds can NOT be rolled over to a Solo(k).
Account Features & Options
- IRS Approved 401(k) Documents
- $50,000 personal loan
- No Transaction Fees
- Traditional + Roth 401k
- Checkbook Control
Total Cost for Solo 401(k):
$997 one-time + 179/yr
What is the ReSure Solo(k) process?
Complete the quick & easy application by clicking on the “Sign Up: ReSure Solo(k)” button.
Within 2 business days, you’ll receive, via ReSure’s secure portal:
- Solo 401k Plan Documents
- Solo 401k Trust Documents
- IRS Opinion Letter
- Rollover Documents
- 401(k) EIN
- A link to securely complete your account setup with ReSure’s banking partner
Fund the account and start investing in crypto, real estate, private placements and more!
Is a ReSure Solo(k) for me?
ReSure Solo(k) is for you if you want to use a Self-Directed Retirement Account to invest in alternative assets and you have a solo business.
If the funds you’ll be investing are in a Roth IRA, you must use a Self-Directed Roth IRA for your investing. ReSure offers multiple options for that.
If the funds you’ll be investing are coming from a 401k plan or Traditional IRA – and you have a Solo Business – a ReSure Solo(k) may be the optimal account for your self-directed investing.
What is a "solo business?"
A solo business has 2 components: (1) business activity and (2) no non-owner employees in that business or any related business. If you or your spouse have employees in any business that you own, professional advice should be sought prior to establishing a Solo 401k.
Account Features & Options
- Includes: SDIRA + IRA-Owned LLC
- Custom LLC Domiciling
- Traditional/Roth IRA
- LLC Banking Services
- No Transaction Fees
Total Cost for Custom SDIRA & LLC:
$1397 one-time + 379/yr
What is the Custom SDIRA process?
Complete the quick & easy application by clicking on the “Sign Up: Custom IRA” button.
Within 2 business days (subject to LLC domicile processing times), you’ll receive, via ReSure’s secure portal:
- LLC Articles of Organization
- LLC EIN
- LLC Operating Agreement
- A link to securely complete your account setup with ReSure’s custody & banking partner
Fund the account and start investing in real estate, syndications, private placements and more!
Is Custom IRA for me?
Custom IRA is for you if you want to use a Self-Directed IRA to invest in alternative assets and have unique domicile considerations. For example, you may want your IRA-LLC formed in the state in which it will be acquiring real estate or other hard asset.
If the funds you’ll be investing are in a Roth IRA, you must use an IRA, either Express or Custom. Roth IRA funds can NOT be rolled over to a 401k.
If the funds you’ll be investing are coming from a 401k plan or Traditional IRA – and you have a Solo Business – a ReSure Solo(k) may be a good fit.
Service Features & Options
- ERISA 401k & QRP, HSA, ESA, IRA
- Tailored Qualified Plan
- QRP w/ Employees
- Multi-tier entities
- Enhanced Protection
Total Cost for Bespoke Services:
$1799 one-time + costs
What is the Bespoke process?
Complete the quick & easy application by clicking on the “Sign Up: ERISA Checkbook 401k” button.
Through ReSure’s secure portal, schedule your kick-off call. You’ll be provided as many calls as needed to determine the optimal structure for your business’ needs and your investment goals. Sometimes it’s quick and straightforward; other times, reaching a decision entails multiple calls and extensive discussion. There are many factors to consider when establishing an ERISA 401k plan that allows for self-directing. The flat fee structure allows you to take your time and ask as many questions as needed.
When an ERISA 401(k) is established – in the case of a non-solo business – outside TPA services will be introduced. ReSure has no financial relationship with those outside TPA firms, and will aim to get the most cost effective pricing for your business.
What is a "non-solo business?"
A non-solo business is one which either has its own non-owner employees or is treated by the IRS being the employer of the employees of a related business. Common cases in which this arises are when an investor owns multiple businesses or the investor’s spouse has employees.
Is Bespoke for me?
Bespoke may be for you if you are – or may be – a non-solo business owner.
Bespoke might be for you if you are actively investing directly in hard-assets, such as real estate (as opposed to investing as a limited partner, or LP.)