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IRA Custodial Services
For alternative investments using a self-directed IRA
A self-directed IRA is an IRA account you directly control and direct into investments of your choosing. Most IRA custodians that offer these accounts greatly limit your investment options —because they either earn fees from your investments or are too conservative or not prepared to handle non-traditional investments.
Accuplan Benefits Services and its sister company, American Estate and Trust, provide a more truly self-directed IRA account. We permit IRA owners to invest in alternative assets that other custodians won’t allow. Most of our clients are investing in real estate, notes, private businesses, private placements, precious metals, and even business trusts with checkbook control.
Checkbook Control
For self-directed IRAs
An IRA with checkbook control involves creating an entity that your self-directed IRA owns. This allows for full control of the IRA funds, since a bank account for the entity is created at your preferred bank.
With this control of the IRA, you can facilitate transactions at a moment’s notice, not having to go through the IRA custodian. We use a business trust as the entity structure, which can help significantly in avoiding taxes other entity structures require.
Solo 401(k) Services
For business owners
The solo 401(k) or “one-participant 401(k) plan” as the IRS describes it, is for self-employed individuals. It covers business owners and possibly their spouses.
This self-trusteed, self-administered plan may have few to no annual fees and may provide you with the ability to invest in alternative assets.
ROBS Plans
For putting money into your own business
ROBS is an acronym for Rollover for Business Startup. These plans allow you to use your retirement funds to fund your own business — and still have the option of paying yourself a salary.
These plans are allowed for C corporations. You create a new pension plan that’s funded by your retirement plan and used to purchase shares of the entity.
