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

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Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular investment. Access to information about the investments are limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments. You should always consult certified professionals before making decisions regarding your individual financial situation. Josh Plave is not a financial or tax professional, and Wall to Main is not a brokerage, dealer, or SEC-registered investment advisory firm.