We build the vehicle, you operate it
Self-Directed Plans LLC provides the compliant plan structure that gives you full discretion over your own investment decisions. We also provide the education and support our clients need to understand the framework that self-directed retirement plans operate within. When it comes to investing with the plan, you are in full control.
This distinction is fundamental to the self-directed model. The plan is the vehicle. What you do with it is up to you.
Who to contact for advice
For investment guidance, work with a licensed investment advisor. For tax questions related to your plan, consult a CPA or tax attorney familiar with self-directed retirement accounts. Self-Directed Plans LLC can provide educational resources to support those conversations, but cannot participate in them as an advisor.