Take Checkbook Control of Your Retirement
Celebrating over 21 years of excellent service in self-directed retirement plans.
Expert Retirement Planning Insights
Our blog delivers practical retirement planning advice to help you make informed financial decisions.
Compare Your Retirement Options
Pension vs. 401(k)
Understand key differences between employer-funded pensions and self-directed 401(k) plans.
Roth IRA vs. Savings
Discover which savings vehicle best suits your retirement goals and financial situation.
457(b) vs. Roth IRA
Learn the unique advantages each account type offers for your financial future.
Strategic Investment Approaches
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Maximize Contributions
Learn strategies for maxing out your Roth IRA for optimal retirement growth.
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Diversify Assets
Explore Gold IRAs as a way to add precious metals to your retirement portfolio.
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Optimize Accounts
Understand how multiple IRAs can work together within contribution limits.
Smart Financial Decisions
Mortgage Strategies
Understand the pros and cons of paying your mortgage with a credit card.
Backdoor Roth IRA
Learn how high-income earners can still contribute to a Roth IRA.
401(k) Investment Tips
Discover best practices and common pitfalls to avoid with your 401(k).
Secure Your Retirement Future
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Assess Current Savings
Calculate how long your money will last in retirement.
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Optimize Contributions
Maximize your 401(k) to grow wealth faster.
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Understand Options
Learn about nonelective contributions and their advantages.
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Take Control
Implement self-directed retirement strategies for greater flexibility.
Why Our Expertise Matters
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21+ Years Experience
Decades of specialized retirement planning knowledge.
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Educational Approach
Clear, actionable advice in every article.
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Comprehensive Coverage
From basic concepts to advanced strategies.
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Client-Focused Solutions
Personalized guidance for your unique situation.
Get Personalized Guidance Today
Self-Directed IRA
Take control of your IRA with more investment options.
Self-Directed 401(k)
Maximize flexibility in your employer-sponsored plan.
Other Services
Discover our full range of retirement planning solutions.