Self-Directed Plans LLC is not a custodian, fiduciary, or investment advisor. The company does not hold plan funds or offer investments. For IRA-based plans, IRA Resources serves as the exclusive custodian partner.
The three plan structures
Self-Directed Plans LLC sets up three plan types, each suited to different investing styles and asset classes.
The IRA LLC places a single-member LLC inside your IRA, with you as the manager. It is the preferred structure for real estate and other investments with liability exposure.
The IRA Trust accomplishes the same checkbook control objective through a revocable trust rather than an LLC. It is often the leaner option for assets like cryptocurrency, private placements, and syndications that carry no significant liability risk.
The Solo 401(k) is available to self-employed individuals and small business owners with no full-time W-2 employees other than a spouse. It offers higher contribution limits than an IRA and eliminates the need for a custodian entirely.