BlueSpruce Holdings – Self directed Solo 401k and IRA by Sense Financial

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BlueSpruce Holdings – Self directed Solo 401k and IRA by Sense Financial

Take control of your retirement savings with a self-directed Solo 401k plan or a Checkbook IRA with Sense Financial.

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    We establish Self-Directed retirement plans for our clients that are set up with “checkbook control”.

    Our clients receive the highest quality, personalized service at very affordable rates, in all 50 states. You can invest in real estate, mortgage notes, trust deeds and other non-traditional investments.

    Contact us today to learn how to:

    • Gain Checkbook Control of your retirement account
    • Invest your retirement savings in real estate, including properties, mortgage notes, private lending, and more!
    • Eliminate excessive transactional costs and management fees
    • Save thousands of dollars in taxes with tax-deferred or tax-free growth
    • Act quickly, without custodian consent

    Establish your plan. Roll over your funds. Gain investment freedom.

    High Contribution Limits

    Minimize your tax liability by sheltering over $70,000 of your income from taxes

    Alternative Investments

    There’s no preset menu of investments. Invest in virtually anything.

    Fast Transactions

    Investing is as simple as writing a check! You don’t have to wait for custodian approval.

    Benefits

    IRS-Approved Plans

    Our tax-advantaged retirement plans fully comply with IRS rules and regulations.

    Checkbook Control

    Our self-directed IRA and Solo 401k plans come with checkbook control, minimizing the fees and eliminating the delays associated with a traditional custodian.

    Unlimited Investment Options

    Invest your retirement funds in real estate, private business, precious metals, private lending, and much more!

    Exclusive Client Portal

    As a client, you will have exclusive access to our state-of-the-art Client Portal with hundreds of educational articles, videos, and forms to maintain your plan.

    Work with Experts

    We have a dedicated team of self-directed retirement planning experts with many years of experience in nontraditional investments available to you.

    We Make It Simple

    Our process ensures speed, accuracy, and compliance. There are no tax consequences when you rollover your retirement funds into self-directed IRA or Solo 401k plan.

    Free eBook: IRA Makeover

    IRA Makeover Book for self-employed professionals and small business owners

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      Request your free copy of the ebook to discover the secret of Self-directed Retirement Plans that offer you total control and the ability to invest in real estate, mortgage notes, trust deeds, and much more!

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