Checkbook IRAs, Checkbook Solo 401(k)s, Checkbook Defined Benefit Plans, & Checkbook Life Insurance: Self Directed Retirement Plans That Put YOU In Control

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Testimonials & Reviews

ReSure LLC Review J Rosell

“ReSure’s integrity and expertise is superb! There is no other company like them… ReSure is the only firm that gives you a totally customized SDIRA or QRP account set-up, along with detailed guidance for every step of the process… As a ReSure client, I attest that they know more about taxes, LLCs, and self-directed investing than any CPA or attorney that I’ve spoken too.”

J Rosell

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ReSure LLC Review Becky C: QRP & 401k

“ReSure LLC helped me rollover my 401K to a Solo 401K. It was a fast and easy process and when I needed help they were always just a phone call or email away with the answers. I would highly recommend ReSure LLC to anyone. Thank you Bernard for the personal help!”

Becky C.

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ReSure LLC Review Bianca Perez

“Getting setup with a Self Directed 401k with ReSure and Bernard was simple and clear. ReSure was great at answering all my questions. A Self Directed 401k isn’t for everyone, but for those of you who are ready to take responsibility for your own growth and future, get setup with ReSure and you will not have any regrets.”

Bianca Perez

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ReSure LLC Review Biana L

“ReSure helped me set up a Solo 401k account. The process was seamless and professional from start to finish. They were easy to contact and responded quickly via email and scheduled phone calls. They helped educate me on the process by answering all my questions. I am glad I chose ReSure and would recommend them without reservations.”

Biana L.

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ReSure LLC Review Tosh H

“ReSure has been prompt with every questions I had before and after setting up my Checkbook IRA. Thank you for your amazing customer service!”

Tosh H.

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ReSure LLC Reviews Dewayne C

“ReSure has really been patient with me as I have contacted them several times to get me started. Very appreciative to them for holding my hand and getting me through this.”

Dewayne C.

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ReSure LLC Review Adam S

“ReSure was very informative and helpful in what I needed done. I highly recommend them. They are experts in what they do. ReSure communicates quickly and does a thorough job. They also charge less than others that I compared but do a better and more trustworthy job.”

Adam S.

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ReSure-LLC-reviews-Frederick-J

“I have nothing but good thing to say about ReSure and their knowledge of setting up my Checkbook IRA. They walked me thru everything to expect and the dos-and-don’ts of having a Checkbook IRA and investing thru a Checkbook IRA. Compared to others, their price is very reasonable. Thanks ReSure.”

Fredrick J.

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ReSure LLC Review Scott C S

“Thank you, ReSure, for all of your assistance and patience while setting up my Checkbook 401k plan and LLC. ReSure’s fees for this service were extremely reasonable, especially given the amount of extra time spent explaining specifics to me that before now I was not familiar with. Highly Recommended!!”

Scott S.

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Checkbook IRA

Ideal for anybody that has earned income or accumulated retirement funds in other accounts

Learn more about Checkbook IRAs
orGet Started Now

Simple & Cost-effective
Broad Eligibility
Alternative Investments
Rollovers & Transfers
Traditional & Roth IRAs
SEP IRAs & SIMPLE IRAs
Tax Deductions & Deferrals
Roth IRA Tax-free Growth
Estate Planning
Asset Protection

Checkbook Solo 401(k)

Ideal for those with any form of self-employment income and don't have full-time employees

Learn more about Checkbook 401(K) Plans orGet Started Now

Simple & Cost-effective
High Tax Deductions
Salary Deferrals
Profit Sharing
Roth Subaccount
Loan Feature
Pre-Tax Life Insurance
No Real Estate UDFI
Rollovers & Transfers
Alternative Investments
Asset Protection

Checkbook Defined Benefit Plan

Ideal for those looking to make the highest tax-deductible contributions to a retirement plan

Learn more about Checkbook Defined Benefit Plans orGet Started Now

Highest Tax-Deductions
Alternative Investments
Loan Feature
Combinable with a 401(k)
Rapidly Accumulate Funds
No Real Estate UDFI
Pre-tax Life Insurance
Flexible Plan Designs
Asset Protection

Checkbook Life Insurance

Ideal for those that want tax-free growth beyond the limits of IRAs & Qualified Plans

Learn more about Checkbook Life Insurance orGet Started Now

Unlimited Contributions
Alternative Investments
Tax-Free Loans
Tax-Free Internal Growth
Rapidly Accumulate Funds
No Prohibited Transactions
Complete Liquididty
Death Benefit
Asset Protection

STRUCTURED TO GIVE YOU CONTROL, SECURITY & FLEXIBILITY

Integration with your financial plan

Comprehensive learning resources

Ongoing support and consulting

We craft retirement plans that enhance your current and future finances,
while giving you complete control over investment selection.

We work with you and your advisors

We understand all the factors that impact your finances. We love collaborating. Get Started

Maximize investment performance

Generate outsized returns by allocating all or part of your portfolio to investments that you control. Get Started

Consolidate retirement accounts

For ease of administration roll all your retirement funds into your checkbook retirement account. Get Started

Legal and compliant

Checkbook-control retirement accounts are plan structures that are based on the tax code and case law. Get Started

FREQUENTLY ASKED QUESTIONS

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