Company
6 articles
General
6 articlesWho is Self-Directed Plans LLC?
Self-Directed Plans LLC is a plan facilitator and plan document provider for self-directed retirement accounts, including IRA LLCs, IRA Trusts, and Solo 401(k) plans. Based in Seattle, WA, the company was founded by leaders who have spent two decades ...
What services does Self-Directed Plans offer?
Self-Directed Plans LLC provides the plan documents, entity formation, and IRA account setup that give you checkbook control over your retirement savings. Paired with a comprehensive education platform, the goal is straightforward: put you in a ...
Who is the IRA custodian?
Self-Directed Plans uses IRA Resources as its exclusive IRA custodian partner. IRA Resources is a registered trust company that has been operating since 1996, headquartered in South Dakota and regulated by the South Dakota Division of Banking, with a ...
Does Self-Directed Plans offer investments or advice?
No. Self-Directed Plans LLC does not offer investments, recommend specific assets, or provide tax, legal, or investment advice. We build the vehicle, you operate it Self-Directed Plans LLC provides the compliant plan structure that gives you full ...
How do I contact support?
The best way to reach Self-Directed Plans support is to log in to the client portal and submit a support ticket. You can also email us at support@selfdirectedplans.com. Why a support ticket works best A ticket gives us the full details of your ...
Who is the banking partner?
Self-Directed Plans uses MapleMark Bank as its banking partner for plan bank accounts. MapleMark is an Oklahoma state chartered bank and member of the Federal Reserve, headquartered in Tulsa with branches in Tulsa and Dallas, Texas. In business since ...