About
A tax favored retirement account designed for generally unrestricted investment, often into real estate, mortgage notes, private companies, and/or other legally allowable assets.
I go through life questioning assumptions, and it turns out that much of the common adage about investing is in direct contradiction to what I have learned from wealthy mentors and clients. Four years ago I began to parlay my success from mortgage lending and personal real estate investment into Self Directed IRA/401(k) facilitation.
My Company, Nabers Group, is the world’s only full service Self Directed Plan Provider. Our core services are in establishing IRA LLC & Solo 401(k) accounts. Our account establishment process uniquely addresses the most common self directed investing flaws, and provides various possible solutions.
I’ve been featured as an expert Self Directed IRA/401(k) information source for:
- Realty Times
- Various regional newspapers
- Los Angeles Times (June 24, 2007 p.K-1)
- Chicago Tribune (July 8, 2007 p.10)
- Entrepreneur Magazine (click here for a story about one of my customers)
- Pensco Trust
I annually visit with the U.S. Department of Labor (the government organization responsible for interpreting and enforcing retirement plan prohibited transactions code) in Washington, D.C., and I’m the founding member of the nonprofit professional trade & education association, IRA Association of America.
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Hi Jeff,
Nice work on the website. Lot’s of good information that will surely help all investors at any level from novice to seasoned.
Keep up the good work.
Sincerely,
Jeff Williams
yo Jeff, hope all is well in Denver
Hi Jeff,
Thanks for the comments on my site regarding retirement accounts.
Healthy discussion is good and it looks like you’ve got some great experience to back it up. Thanks!
Brian Armstrong
Hi Jeff - which do you recommend more. A self-directed Roth IRA, self directed 401(k), or SEP-IRA. Thanks.
Also, how much do you charge to setup these self-directed accounts along with yearly fees.
and can you recommend any other companies that setup self-directed retirement accounts? Thanks.
@Chris - Anyone who can qualify for a Solo 401(k) will experience many unique benefits above and beyond an IRA. I just recorded some video of a sit down chat with Eric Wikstrom (CPA, CFP, & CEO of Integrated Wealth Strategies) in which we discussed this. The bottom line is that, when eligible, it’s generally advantageous to use a Solo 401(k).
As for Roth or non-Roth… keep your eye on my blog… I’ll post a comparison within the next week.
Also, my company (Nabers Group) is the world’s only full service retirement account provider… we’ve developed our services to fill a gap in the marketplace that we believe others have left… so my primary (although biased) recommendation would be to call us at 877-903-2220.
MY QUESTION IS WHAT IS THE NEW RULEING THAT THE IRS HAVE PUT ON THE 401K AND IS THEIR A DEAD LINE FOR SINGLE PEOPLE THAT HAVE ONE AND ALSO EMPLOYERS ALSO RE SPONDABLE FOR THEIR EMPLOYEE. EMAIL ME AT TOPCAT@ACNINC.NET THANK YOU.