Delivering Measurable Results

K. A. Lindow, CPA, P.C. CPA Firm, Phoenix, AZ.

Self Directed 401K & IRA

Subscribe to our Emailed Newsletter

Recent News

Tax Calendar

Self Directed 401K & IRAs

Do you want to take control of you retirement fund? Then a Self Directed IRA or Self Directed 401K plan is what you need.

We can advise clients on how investments such as real estate or private loans will help increase your retirement wealth.

We tailor solutions for clients that can provide more control of their IRA/401 assets, opportunities for real estate investments using IRA/401K funds, develop Limited Liability Companies (LLC's) to help clients gain checkbook control and truly make their IRA/401K plan SELF-DIRECTED.

A Few Facts

According to the 2002 National Summit on Retirement Savings, retirees will need between 74% - 84% of their pre-retirement income to maintain their standard of living.

Schwab estimates workers will need $300,000 for every $1000 in monthly retirement income.

At the end of 2005 there were 4.7 trillion in IRA assets and less than 2% invested in Real Estate.

Tax Due Dates