Does Self-Directed Plans offer investments or advice?
No. Self-Directed Plans LLC does not offer investments, recommend specific assets, or provide tax, legal, or investment advice.
We build the vehicle, you operate it
Self-Directed Plans LLC provides the compliant plan structure that gives you full discretion over your own investment decisions. We also provide the education and support our clients need to understand the framework that self-directed retirement plans operate within. When it comes to investing with the plan, you are in full control.
This distinction is fundamental to the self-directed model. The plan is the vehicle. What you do with it is up to you.
Who to contact for advice
For investment guidance, work with a licensed investment advisor. For tax questions related to your plan, consult a CPA or tax attorney familiar with self-directed retirement accounts. Self-Directed Plans LLC can provide educational resources to support those conversations, but cannot participate in them as an advisor.
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Disclosure
This information is provided for educational purposes only and should not be interpreted as tax, legal, or investment advice. Readers are encouraged to consult a qualified professional who can offer guidance based on their personal situation.
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Who is Self-Directed Plans LLC?
Self-Directed Plans LLC is a plan facilitator and plan document provider for self-directed retirement accounts, including IRA LLCs, IRA Trusts, and Solo 401(k) plans. Based in Seattle, WA, the company was founded by leaders who have spent two decades ...
Does the IRS approve plans or investments?
No. The IRS does not approve, endorse, or review any retirement plan investments. Any advertisement or solicitation claiming an investment is "IRS approved" or "IRA approved" is misleading and should be treated as a red flag. What the IRS actually ...
What is a self-directed retirement plan?
A self-directed retirement plan is one where you choose the investments rather than having a fund manager or robot manage your portfolio. The plan still operates under the same IRS rules as any IRA or 401(k): same tax benefits, same contribution ...
Do I need custodian approval for investments?
No. With a checkbook IRA, whether structured as an LLC or a trust, you execute investments directly, without submitting requests to or seeking approval from the custodian. That is the defining advantage of checkbook control. Why the custodian isn't ...
Why haven't I heard of a self-directed IRA before?
The financial institutions that administer most IRAs have no incentive to tell you about self-directed IRA plans. Banks, brokerage firms, and mutual fund companies earn fees on the products they sell, which include stocks, bonds, funds, and ...