Self Directed 401(k): Create True and Lasting Wealth

Tremendous Benefits When You Combine Retirement Plans with Your Knowledge

What makes a self directed 401(k) such a great wealth creation tool? The answer starts with you.

If you have knowledge, expertise, and success in certain investments, imagine the investment returns in a tax free environment. In addition to tax free profits, self directed 401(k) immediately provides large tax deductions, asset protection, and estate planning benefits to you.

• 401(k) - What is a 401(k), and why you need one.
• Self-Directed 401(k) - What is a self directed 401(k), and how it differs from a conventional 401(k).
• Allowable Investments for a 401(k) - Which types of investments can you make in your self directed 401(k)? Learn about real estate, private placements and much more.
• Self-Directed 401(k) rules - What are the rules for self directed 401(k) investments including— prohibited investments, self-dealing, and indirect benefit rules, as well as unrelated business income tax (UBIT).