Retirement Accounts
Open an Account
Open an Account
4m1s
Who can help
Costs
Timeline
Special offers to save on startup costs
SDIRA & Solo 401k
When it comes to opening your SDIRA or Solo 401k, we suggest the following two service providers.
Safeguard Advisors is who our family has trusted for all eight self-directed retirement accounts that we invest with. Fantastic lifetime consulting services with self-directed investing experts with whom you can ask questions and check the legality of any new investment idea you may have.
Instead of extending a referral payment to Wall to Main, we have asked Safeguard Advisors to pass along a $200 savings to our investors for new accounts. You will see the discounted price in the graph below.
Because the ongoing fees associated with Safeguard Advisor's setup are kept especially low, we highly suggest using their services.
Rocket Dollar is a new online, mostly automated service to establish your SDIRA or Solo 401k. As a result, the costs are much lower. Consulting services are limited to establishing and funding your account, not with investment advice. We suggest Rocket Dollar to the investor who plans to use their account primarily to passively invest in multifamily. Their incredibly low costs and streamlined service will make the entire experience a breeze.
And be sure to use the code WALLTOMAIN for $50 off account setup fees.
Lifetime Consulting
Custom LLC Name
Account Setup Fee
Account Setup Timeline
Annual Fees
In-Kind Asset Transfers
Yes
Yes
~$1,300
(fee reduced when establishing multiple accounts)
2-4 weeks
$135
$100
Core
No
No
$360
Gold
No
Yes
$600
3-4 weeks
$180
Not Offered
14 days
$360
$400