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    Comparison Between Different Retirement Plans

    Feature / Benefit Solo 401K Self Directed IRA With LLC SelfDirected IRA with Business Trust Self Directed Roth IRA with LLC SelfDirected Roth IRA with Business Trust SEP IRA
    Invest in any qualified investments tax free
    Tax on distributions after retirement age Yes for pre-tax, no for Roth portion Yes on pre-tax IRAs, no on Roth IRAs Yes on pre-tax IRAs, no on Roth IRAs
    Checkbook Control Yes, if creating biz trust or LLC
    Annual Contribution Limits $53,000 ($5,500 catch up cont. if over 50) Depends on type of IRA, trad IRA same as Roth Depends on type of IRA $5,500 (extra $1,000 if over 50) $5,500 (extra $1,000 if over 50) $53000
    Catchup Contributions $5500 $1000 $1000 $1000 $1000 $0
    Take Out Personal Loan
    Custodian Fees Variable Terms Variable Terms Variable Terms Variable Terms Variable Terms Variable Terms
    Average Annual Maintenance Fees Usually None Usually Applies Usually Applies Usually Applies Usually Applies Usually Applies
    Asset / Creditor Liability Protection Limited Limited Limited Limited Limited Limited
    Business Franchise Taxes
    Need to File Tax Return if plan assests over 250k or UBIT applications Fed-Yes if more than one member or UBIT, state-yes Fed-Yes if more than one member or UBIT, state-no Fed-Yes if more than one member or UBIT, state-yes Fed-Yes if more than one member or UBIT, state-no UBIT
    Confidentiality of Owner
    Documentation Required for Setup Solo 401k application Application and LLC docs IRA application and Business Trust docs IRA Application and LLC Docs IRA Application Business Trust docs IRA application

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