Move beyond Wall Street. Take full control of your retirement.
Download the Master Guide Bundle and learn correct setup for SDIRA, Solo 401k, and ROBS. Our team handles setup. Every plan is reviewed under CPA oversight.
- Fast and simple setup
- Clear rules to avoid costly mistakes
- CPA oversight on every plan
IRS Rules Compliant
CPA Oversight
Secure Document Handling
Guided by Jonathan Chan, CPA and 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 oversight. You will work with our team to get set up quickly and correctly while knowing your plan has professional assurance behind it.
Work With Our TeamAccount Comparison
Here is a detailed comparison of the key features for each account type to help you make an informed decision.
| Feature | SDIRA | Solo 401(k) | ROBS |
|---|---|---|---|
| Contribution Limits | $7,000 (2024) | Up to $69,000 (2024) | N/A - Rollover based |
| Flexibility | Wide range of alternative assets | High contribution limits and loan options | Use funds to start/buy a business |
| Best Use Case | Passive investing in real estate, notes, etc. | Self-employed individuals or small business owners | Funding a new or existing business franchise |
| Risks | Prohibited transactions, UBIT | Complex administration, compliance | Business failure, personal liability |
| Eligibility | Anyone with earned income | Self-employed with no full-time employees (except spouse) | Must be a C-Corporation, bona-fide employee |
Ready for Clarity?
Our team will guide your SDIRA, Solo 401(k), or ROBS setup. Every plan is reviewed by a CPA for compliance so you can move forward with confidence.
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