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Products

Solo 401K with checkbook control

Solo 401K with checkbook control

Solo 401K with checkbook control

Unlock the power of your financial future with a Solo 401k designed for self-employed professionals, entrepreneurs, and small business owners. Summit Self Directed simplifies the process of setting up and managing your Solo 401K, and with higher contribution limits, you can significantly boost your retirement savings by gaining the freedo

Unlock the power of your financial future with a Solo 401k designed for self-employed professionals, entrepreneurs, and small business owners. Summit Self Directed simplifies the process of setting up and managing your Solo 401K, and with higher contribution limits, you can significantly boost your retirement savings by gaining the freedom to invest in a wide array of assets beyond stocks and bonds, including real estate, precious metals, and more.  

Self Directed IRA with checkbook control

Solo 401K with checkbook control

Solo 401K with checkbook control

 Summit Self Directed's Self-Directed Traditional IRA gives you checkbook control, allowing investments in real estate, precious metals, and more, all with tax-deferred growth. Enjoy control, flexibility, and professional support. 

Self Directed Roth IRA with checkbook control

Solo 401K with checkbook control

Self Directed Roth IRA with checkbook control

Summit Self Directed's Self-Directed Roth IRA gives you checkbook control, allowing investments in real estate, precious metals, and more, all with tax-free growth. Enjoy control, flexibility, and professional support. 

Cost

Solo 401K (checkbook control)

$1,997

Launch your Solo 401(k) with a one-time setup fee of $1,997, which covers all your Plan and Trust documentation. Following that, you'll only need to account for a modest annual fee of $250 to keep everything running smoothly year after year.

SDIRA (checkbook control)

$1,997

Setting up your Self-Directed IRA (SDIRA) involves a one-time setup fee of $1,997. After that, you'll enjoy continued management with an annual maintenance fee of just $250.  This includes a Wyoming LLC (owned by your SDIRA).

Qualifications

Solo 401K

 Must be self-employed with no other W2 employees aside from the business owner and partners. 

SDIRA

 Must be an individual with earned income or another retirement account with funds to rollover to this new SDIRA. 

Max Contributions 2025

Solo 401K

$70,000 max annual contribution. Contributions can come from the individual as both the employee and employer.  ($77,500 if age 50 or older) 

SDIRA

$7,000 max annual contribution, or $8,000 if the account owner is over 50 years old. 

Custodian

Solo 401K

 With a Solo 401(k), you have the unique opportunity to act as your own trustee, giving you direct control over your retirement plan as the business owner. 

SDIRA

 Every SDIRA requires a third-party custodian to act as the trustee, and for our accounts, that role is expertly filled by Titan Bank. 

Legal

Summit Self Directed, LLC does not operate as an Investment Advisor or Broker Dealer, and thus is not in a position to offer investment advice. Instead, Summit Self Directed, LLC is solely  a facilitator for the setup of self-directed retirement accounts. While Monarch IRA partners with select banks, clients are free to establish their retirement accounts with any applicable bank of their choice. 

Copyright © 2025 Summit Self Directed - All Rights Reserved.

927 Main Street Ste 300, Evanston, Wyoming 82930

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