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.
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.
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.
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:
$1,599 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.