The Self-Directed Roth IRA is a great way to save for retirement because earnings
on your investments are free from federal income tax as long as certain
conditions are met. Contributions may be made even after you are 70½,
and you are not required to take distributions. A Self-Directed Roth IRA
holder may withdraw the principal amounts (your contributions) invested
at any time without any tax liability.
The Self-Directed Solo 401k plan is an IRS-approved and qualified 401k plan designed
for a self-employed sole proprietor, a corporation, or limited liability company.
The self-employed 401k participantcan make contributions as both the employee and the
employer resulting in very high contribution limits. Our team likes to refer to the
Self-Directed Solo 401k as a Self-Directed IRA on steroids! This is a very powerful tool with a wealth of benefits!
A Self-Directed HSA – Health Savings Account is a tax-exempt trust or custodial account that
you set up with a qualified HSA trustee to pay or reimburse certain medical
expenses you incur. You must be an eligible individual to qualify for an HSA.
