OtherWise Financial provides low cost IRS-approved Self-Directed Checkbook Control retirement plans with unlimited asset choices including Real Estate. 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. Both of these investment structures minimize the fees and eliminate the delays associated with an IRA custodian, enabling the investor to act quickly when opportunity presents itself. The funds are available to be invested into real estate, businesses, tax liens, crowd funding, precious metals; and much more.
You can invest in real estate, mortgage notes, trust deeds and other non-traditional investments. Both of these investment structures minimize the fees and eliminate the delays associated with an IRA custodian, enabling the investor to act quickly when opportunity presents itself. The funds are available to be invested into real estate, businesses, tax liens, crowd funding, precious metals; and much more.
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If you're self-employed or own a small business, you've probably considered establishing a retirement plan. If you've done your homework, you likely know about simplified employee pensions (SEPs) and savings incentive match plans for employees (SIMPLE) IRA plans. These plans typically appeal to small business owners because they're relatively straightforward and inexpensive to administer.
OtherWise Financial is dedicated to helping small and medium business owners; and aspiring business owners find effective ways to protect their hard/smart earned dollars from undue Tax penalties and creditor access through a business Trust called the Individual or Solo 401k Plan. Helping business owners and aspiring business owners accumulate and retain wealth through integrity and excellence by financial direction and consultation.
A Solo 401(k) Plan is an IRS approved retirement plan, which is suited for business owners who do not have any employees other than themselves and perhaps their spouse. The "one-participant 401(k) Plan" or individual 401(k) Plan is not a new type of plan. It is a traditional 401k Plan covering only one employee.
At OtherWise Financial, referrals are paramount to our success. We have a network of Wise Reps. to help assist with getting the word out about the exciting benefits of the Solo 401k Retirement Plan and other alternative financial opportunities. OtherWise Financial Reps. are dedicated to the forward goal of helping OtherWise Fianancial inform and interface with Small Business Owners in all 50 States.
A: Your current Banking Institution can be your Custodian; and we will show you how to set that up with your Bank. This is the option that you will use if your goal is to get your investment funds out of the Wall Street Marketplace to invest your retirement funds in alternatives such as Real Estate, precious metals, etc. Please Note: OtherWise Financial will also advise you on better Brokerage Account alternatives as well.
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