Invest retirement funds in real estate, private equity, notes.
SDIRA custodian holds non-traditional assets: rentals, syndications, tax liens, private debt. Solo 401(k) version avoids UBIT on leveraged real estate.
Click Generate advisory deep dive for mechanics, IRC citations, a step-by-step execution plan, a worked numeric example on your profile, costs, risks, and this-week actions.
Shelter $69K/yr and borrow up to $50K from yourself.
Use 401(k)/IRA to fund a business — no tax, no loan.
Shelter $100K–$300K+/yr for high-earning owner-only businesses.
Get $46K+/yr into Roth despite income limits.
Pre-tax in, tax-free growth, tax-free out — the only triple-tax account.
Borrow up to $50k against your own retirement — pay yourself interest.
Triple tax-free vehicle — the best account in the code.
$300k+/year deductible contributions for older high-earners.