Self-Directed Retirement Accounts For Your Profile

Create tax-sheltered wealth through:

Real Estate, Crypto, Hard Money Loans, Tax Liens, Merchant Cash Advance, Private Companies, Precious Metals, Syndications, 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.

Express Checkbook IRA

Easy, Low-Cost SDIRA

Invest in: crypto, real estate syndications, startups and countless others – speedily & with total control.

Say NO to: pesky custodian paperwork, high fees, and investment restrictions.

Say YES to: total freedom, total transparency, and total control.

Account Features & Options

  • Includes: SDIRA + IRA-Owned LLC
  • IRA-LLC Domicile: Missouri
  • Traditional IRA/Roth IRA
  • LLC Banking Services
  • No SDIRA Transaction Fees

 

Total Cost for SDIRA & LLC:

$397 one-time setup fee + $349/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.

If the funds you’ll be investing are in a Roth IRA, you must use an Express IRA.

If the funds you’ll be investing are coming from a 401k plan or Traditional IRA – and you have a Solo Business – an Express 401(k) may be a good fit.

Express Checkbook 401(k)

Easy, Low Cost Solo 401(k)

Invest in: crypto, real estate, syndications, startups and countless others – speedily & with total control.

Say NO to: pesky custodian paperwork, high fees, and investment restrictions.

Say YES to: total freedom, total transparency, and total control.

Account Features & Options

  • IRS Approved 401(k) Documents
  • Personal loan up to $50,000
  • No Transaction Fees
  • Traditional + Roth 401k
  • Checkbook Control

 

Total Cost for Solo 401(k):

$397 one-time setup fee + 149/yr

What is the Express 401(k) process?

Complete the quick & easy application by clicking on the “Sign Up: Express 401(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 Express 401(k) for me?

Express 401k is for you if you want to use a Self-Directed IRA 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 an Express IRA.

If the funds you’ll be investing are coming from a 401k plan or Traditional IRA – and you have a Solo Business – an Express 401(k) may be a good fit.

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.

Bespoke Checkbook IRA/QRP

Tailored Self-Directed Services

An advisory service for the discerning investor with more complex needs.

Explore a myriad of plan structures through expert 1-on-1 consulting.

Unlimited discussion time with ReSure’s CPA, to discuss advanced self-directed questions and craft the optimal self-directed design.

Service Features & Options

  • ERISA QRP Plans, HSA, ESA
  • IRA-Owned Trust option
  • IRA-Owned C-Corp option
  • Customized LLC domiciling
  • Multi-tier entity options

 

Flat Service Fee:

$1,699 one-time service fee + costs

What is the Bespoke process?

Complete the quick & easy application by clicking on the “Sign Up: Bespoke IRA/QRP” button.

Through ReSure’s secure portal, schedule your kick-off call. You’ll be provided as many calls as needed to select the retirement account structure. Sometimes it’s quick and straightforward; other times, reaching a decision entails multiple calls and extensive discussion. The flat fee structure allows you to take your time and ask as many questions as needed.

Once a structure is selected, ReSure will set it up for you. If there will be an ERISA QRP established (e.g., in the case of a non-solo business, outside TPA services will be introduced.)

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.)

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.

ReSure LLC Review J Rosell

“ReSure’s integrity and expertise is superb! There is no other company like them… ReSure is the only firm that gives you a totally customized SDIRA or QRP account set-up, along with detailed guidance for every step of the process… As a ReSure client, I attest that they know more about taxes, LLCs, and self-directed investing than any CPA or attorney that I’ve spoken too.”

J Rosell

ReSure LLC Review Becky C: QRP & 401k

“ReSure LLC helped me rollover my 401K to a Solo 401K. It was a fast and easy process and when I needed help they were always just a phone call or email away with the answers. I would highly recommend ReSure LLC to anyone. Thank you Bernard for the personal help!”

Becky C.

ReSure LLC Review Bianca Perez

“Getting setup with a Self Directed 401k with ReSure and Bernard was simple and clear. ReSure was great at answering all my questions. A Self Directed 401k isn’t for everyone, but for those of you who are ready to take responsibility for your own growth and future, get setup with ReSure and you will not have any regrets.”

Bianca Perez

ReSure LLC Review Biana L

“ReSure helped me set up a Solo 401k account. The process was seamless and professional from start to finish. They were easy to contact and responded quickly via email and scheduled phone calls. They helped educate me on the process by answering all my questions. I am glad I chose ReSure and would recommend them without reservations.”

Biana L.

ReSure LLC Review Tosh H

“ReSure has been prompt with every questions I had before and after setting up my Checkbook IRA. Thank you for your amazing customer service!”

Tosh H.

ReSure LLC Reviews Dewayne C

“ReSure has really been patient with me as I have contacted them several times to get me started. Very appreciative to them for holding my hand and getting me through this.”

Dewayne C.

ReSure LLC Review Adam S

“ReSure was very informative and helpful in what I needed done. I highly recommend them. They are experts in what they do. ReSure communicates quickly and does a thorough job. They also charge less than others that I compared but do a better and more trustworthy job.”

Adam S.

ReSure-LLC-reviews-Frederick-J

“I have nothing but good thing to say about ReSure and their knowledge of setting up my Checkbook IRA. They walked me thru everything to expect and the dos-and-don’ts of having a Checkbook IRA and investing thru a Checkbook IRA. Compared to others, their price is very reasonable. Thanks ReSure.”

Fredrick J.

ReSure LLC Review Scott C S

“Thank you, ReSure, for all of your assistance and patience while setting up my Checkbook 401k plan and LLC. ReSure’s fees for this service were extremely reasonable, especially given the amount of extra time spent explaining specifics to me that before now I was not familiar with. Highly Recommended!!”

Scott S.