Sense Financial is one the market’s leading Checkbook IRA and Solo 401(k) Facilitator. We educate and equip individuals, families and business owners.

The Solo 401k and Checkbook IRA from Sense Financial are viable solutions that allow investment into virtually any asset including real estate, provide “Checkbook Control” over a client’s retirement account and minimize or eliminate custodian fees. Checkbook IRA Benefits: - Passive custodian that allows you to take control of your investments and minimize custodian fees - Invest in alternative assets, including real estate, hard money lending, mortgage notes, and much more! - Tax-deferral be...

The Solo 401k and Checkbook IRA from Sense Financial are viable solutions that allow investment into virtually any asset including real estate, provide “Checkbook Control” over a client’s retirement account and minimize or eliminate custodian fees. Checkbook IRA Benefits: - Passive custodian that allows you to take control of your investments and minimize custodian fees - Invest in alternative assets, including real estate, hard money lending, mortgage notes, and much more! - Tax-deferral benefit allows your money to grow uninterruptedly until the time of retirement - Tax-free earning with a Roth IRA account - Checkbook control with no delay and no custodial approval needed Solo 401k plan benefits: - Contribute up to $59,000 annually as of 2015 - No income restrictions for after-tax contribution to the Roth account - Unlimited investment possibilities: Invest in real estate, precious metals, private businesses, and more! - No custodian required: Take control of your account with no custodian fees - Borrow up to 50% or $50,000 from your Solo 401k - Leverage real estate investment without any tax charges using non-recourse financing If your retirement portfolio is not performing well, or if you would like to explore other investment options without restriction, it is time to make a change. The Solo 401k plan and Checkbook IRA provide a great solution to save and grow your retirement plans faster and more securely. For more information, sign up for a Free Consultation with one of our retirement planning experts. Send us a message or call us today!