Fast and simple setup
Clear rules to avoid costly mistakes
Expert-reviewed for compliance
IRS Rules Compliant
Expert Oversight
Secure Document Handling
Jonathan Chan, CPA, CISA
CPA Guided. Team Delivered.
Retirement Compass is guided by Jonathan Chan, CPA and CISA. Our team specializes in setting up and supporting self directed retirement accounts with confidence. Every account is reviewed for compliance under CPA guidance. You will work with our team to get set up quickly and correctly while knowing your plan has professional assurance behind it.
Account Comparison
Provide a general description of the items below and introduce the services you offer. Click on the text box to edit the content.
Feature
Contribution Limits
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Flexibility
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Best Use Case
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Risks
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Eligibility
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SDIRA
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$8,000 (2025)
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Wide range of alternative assets​
Passive investing in real estate, notes, etc.
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Prohibited transactions, UBIT
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Anyone with earned income
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Solo 401(k)
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Up to $77,000 (2025)
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High contribution limits and loan options
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Self-employed individuals or small business owners
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Complex administration, compliance
​Self-employed with no full-time employees (except spouse)
ROBS
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N/A - Rollover based
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Use of funds to start/buy a business
Funding a new or existing business franchise
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Business failure, personal liability
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Must be a C-Corporation bona-fide employee
>_ Disclaimer
The information provided on this website is for educational purposes only and does not constitute financial, investment, or legal advice. You should consult with a qualified professional before making any financial decisions.