Supersize your Retirement Savings

Turn your IRA or 401(k) into one of the MOST DYNAMIC retirement Investment plans available

Self Employed or 1099 Income? Take advantage of Congress’ Gift to the self-employed and one of the investment communities best kept secrets.


Would you like to

Defer Taxes on up to $122,000 per year

Write loans to yourself right from the plan’s Checkbook

Be your own custodian to make and manage investments without third party interference

Save the exorbitant custodial and administration fees charged by most custodians

Employ the embedded Roth feature to capture profits TAX FREE

Invest in almost anything with you desire!

If you answered YES to any of the questions,
click here to find out more.

If you have any self-employment or 1099 income, you may qualify for one of  the investment community’s best kept secrets.

Let us show you how to become your own custodian.

The Solo 401(k)

With a Solo 401(k), things get even better. How great would it be to be able to be your own Custodian? With the Solo 401(k), that’s exactly what you get to do. Contribute up to $55,000 or $61,000 each year, depending on your age; make a loan from your own 401(k) to yourself for up to $50,000 for up to 5 years, and employ the Roth 401(k) to capture Bitcoin profits in a tax-free account.

Click here for an overview of the Solo 401(k) structure. Find out what you need to qualify, and learn why the Solo 401(k) is the Rolls Royce of retirement structures.

Why Use Us?

For the last 14 years, we’ve helped thousands of people across the country, and around the globe get control of their retirement accounts, and invest in what they know. In fact, we’re the guys that came up with the name Check Book IRA. Its become an industry term now, but we own the Federal trademark.

Our clients are in all 50 States, and now over 36 countries. From California to China, our clients are using the Check Book IRA and Solo 401(k) to invest in Bitcoin, real estate, hard money loans, and even things like cattle and shipping containers.

In short, we know what we’re doing and we take care of our clients. We’ve maintained a perfect A+ rating with the Better Business Bureau, and have never had a complaint.