A self-directed IRA/Solo 401(K) retirement strategy is a retirement savings plan that allows you to invest in a wide range of assets beyond traditional stocks and bonds. With a self-directed plan, you have more control over your investments and can tailor your strategy to your unique financial goals.

Prohibited transactions are transactions that are not allowed within a self-directed IRA/Solo 401(K) retirement strategy. These can include self-dealing, lending money to yourself, using retirement funds to purchase personal assets, and other actions that violate IRS regulations.

Checkbook control is a strategy that allows you to take direct control of your retirement funds by establishing a limited liability company (LLC) owned by your retirement account. The LLC can then be used to invest in a wide range of assets, giving you more control over your retirement savings.

Donald can provide guidance on how to set up an LLC for checkbook control and ensure that you are following all IRS regulations related to this strategy. He can also provide ongoing support and investment guidance to help you make the most of your retirement savings.

I can offer personalized investment guidance, expertise in complex retirement strategies, and ongoing support to help navigate changing market conditions. I can also help ensure that you are in compliance with IRS regulations and avoid any penalties or fees related to prohibited transactions or other rule violations. Overall, my goal is to help my clients achieve their financial goals and enjoy a comfortable retirement.