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 if you get in touch with us, we have a $50 discount for you when opening a new account at Rocket Dollar.
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
eQRP
Opening an eQRP is a great move for those with full-time employees. We highly suggest using their services.
If you do not have employees, the structure of an eQRP and a Solo 401k remain virtually identical. Therefore, we don't believe the incremental benefits of an eQRP would outweigh the additional costs vs a Solo 401k.
Lifetime Consulting
Custom LLC Name
Account Setup Fee
Account Setup Timeline
Annual Fees
In-Kind Asset Transfers
Yes
Yes
$3,500
2-4 weeks
$399
$0