Complete IRA

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A self directed IRA was what I called about. They offered that, but wanted to know more about my situation and goals. After a conversation it looked like the Solo 401k was a better plan for me (better limits and would save me thousands over the coming years for what I wanted to do). They sent a nice follow-up email that broke down which was best in which situations.



I got my plan setup and funded in less time than they said it would take (21 days). So far they've provided all the documents I've needed (and help with how to use them).



They said to just email or call with questions and they've been prompt and clear in their replies. Anybody looking knows these plans aren't exactly free; but I got what I paid for and am very pleased with it.



Jake.