A IRA without investment limitations Annual Contribution Max: $6,000 or $7,000 if over 50 years old. Why we like Self Directed IRA’s: Available to anyone Makes several non marketed assets available to invest (Including, Franchises, Commercial and Residential Properties, Precious

Getting corporate retirement plan benefits for when you are going it alone Annual Contribution Max: $57,000 or 25% employees pretax income Why we like Solo 401(k)’s: Easy to administer, low-cost retirement plan designed for self-employed individuals and owner-only (spouse can

Simple without being simplistic Annual Contribution Max: $13,500 Why we like SIMPLE IRA’s: They are easy to set up and require little to no fiduciary oversight Employee’s can direct the assets with total control Low contribution limits {Total elective contribution

Purpose built for Small Business Owners and Self-Employed Annual Contribution Max: $57,000 or 25% employees pretax income Why we like SEP IRA’s: High contribution limits For employees, immediate vesting can be an advantage  Total investment control Easy set up and

A “Catch All” Retirement Plan Annual Contribution Max: $6,000 or $7,000 if over 50 years old.  Why we like Traditional IRA’s: Available to anyone Wide variety of investment choices Total control over the amount of control you want Ability to

The ‘Standard’ Employee Retirement Plan Annual Contribution Max: $19,500 or $26,000 if over 50 years old.  Why we like 401(k) plans: An easy option if you’re an employee Automatic Enrollment Can have Employer matching contributions High contribution limits for employees

The “Typical” Account  Annual Contribution Max: None Why we like Taxable or Brokerage: Can hold any marketed securities and assets Easy to set up and administer Benefits are universal and hold no limits on assets Can be used to house