Tired of hitting contribution limits and missing out on alternative investments? Discover how a compliant Solo 401(k) can become your strategic financial command center—with higher tax savings, greater control, and access to real estate deals Wall Street won't show you.
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Get exclusive insights from nationally recognized retirement planning authorities
Licensed Financial Advisor
Ryan is a licensed financial advisor with 20+ years expertise in real estate investing and retirement fund strategies. He specializes in helping clients who want more flexibility than traditional, boxed-in advisors ever provide. With years of guiding accredited investors into smarter, tax-advantaged real estate strategies, Ryan bridges the gap between Wall Street retirement plans and Main Street opportunities.
CISP, QKA - National Authority
John Paul Ruiz brings 20+ years of national experience training financial advisors, compliance professionals, and retirement plan administrators. A recognized authority in self-directed IRAs and Solo 401(k)s, Ruiz has served as Vice President of Professional Development for Integrated Retirement Initiatives and Director of Resource Development for Ascensus. He's been a keynote speaker at national conferences, a faculty member for the ABA Trust School, and a trusted source for helping advisors navigate IRS compliance and retirement plan strategy. Simply put: he's the expert the experts turn to.
Whether you're new to self-directed retirement accounts or already consider yourself an expert, you won't want to miss what these presenters have to share.
If you're earning $150K+ as a consultant, contractor, or entrepreneur, the odds are high:
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You're overpaying in taxes every year without the right retirement strategy
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Your current retirement plan is capped and limiting your contributions
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You're frustrated by investment menus limited to mutual funds and ETFs when you want real estate and alternatives
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You've considered real estate inside retirement funds but worry about costly prohibited transaction penalties
You're sending too much to the IRS every year instead of maximizing tax-deferred growth
Missteps with prohibited transactions can trigger penalties of 15%–100%.
Without the right plan, you can't leverage strategies like the Mega Backdoor Roth, giving up tax-free growth on hundreds of thousands over your career.
In this free webinar, you'll discover:
How to contribute up to $70,000/year (plus catch-up if 50+)—even in years of uneven profit
How to unlock the Mega Backdoor Roth and grow tax-free wealth with no income limits
How to invest directly in real estate and alternative assets with checkbook control
How to avoid costly compliance mistakes that derail most DIY investors
How our platform turns complex IRS filings (like Form 5500-EZ) into a simple, automated process
Access to ongoing support and education to maximize your investment potential
Not cookie-cutter bank plans—designed specifically for professionals who want maximum flexibility
Invest in private deals beyond Wall Street's reach with expert guidance
Automated filings + expert guidance = peace of mind and IRS protection
Ongoing training so your plan never "collects dust"—continuous support and learning
2025 Solo 401(k) Real Estate Playbook
Setting up, funding, and investing tax-efficiently
Curated real estate opportunities through our platform
Don't let another tax year pass without maximizing your retirement wealth potential
☑️ 100% Free • No Credit Card Required
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