Special Offer to BiggerPockets Member

Get a $100 Discount

As a BiggerPockets Member

when you set up a self-directed Solo 401k plan or a Checkbook IRA with Sense Financial.

“Dmitriy and his staff were consummate professionals. I rolled my 401K into a Self Directed Solo 401K, and encountered some issues with the former holder of the funds. Dmitriy stepped into the conversation with the other facility and handled it smoothly and confidently. He connected me with a bank that offered the specific account I needed when I couldn’t find one on my own, and most importantly, did everything he said he would, on time.”

Mindy Jensen
BiggerPockets Community Manager

“As an experienced, but creative, real estate investor, I’m always looking for additional ways to finance my investment properties and save on taxes. I am working with Dmitriy and his team to set up my Solo 401K and am excited to begin this new journey.”

Brandon Turner
VP of Communications
co-host of the BiggerPockets Podcast

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.