General
4 articles
How do I get started?
Complete our online application, provide a photo ID, and designate at least one beneficiary for IRA plans. Most plans are fully set up and funded within 2-4 weeks. Choose Your Plan Structure We offer different plan structures that suit different ...
What documents do I need before I start my application?
You'll need a current photo ID such as a driver's license, state-issued ID, or passport. For IRA plans you will also need information for at least one beneficiary. Foreign nationals residing in the US will need to provide a permanent resident card. ...
How long does it take to set up a plan?
Most plans are fully operational within 2-4 weeks, though the biggest variable is your funding source, not the entity formation itself. Entity formation timing The legal structure setup is straightforward. IRA Trusts and Solo 401(k) documents are ...
Can I choose my own bank?
Yes. You can open your plan's bank account at any institution willing to open an account for your plan entity, and the account is yours to place wherever you want it. Most clients take the partner path instead. We prepare the account application as ...