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MAXIMIZEGROWTH

Super Fund Your Retirement

Most investors and real estate owners assume that a Self-Directed IRA is the best account to hold real estate. But when you consider leverage, taxes, and compliance risks, things could get expensive before you know it.

This roadmap breaks down why many investors are now switching to the 2026 Solo 401(k) and how the right retirement vehicle can dramatically increase the amount you’re able to invest each year.

Inside you’ll find:

Why so many investors are switching from an SDIRA to the 2026 Solo 401(k)

How to increase your contributions dramatically

How catch-up contributions can help you accelerate retirement savings

How the Roth “Super Funding” strategy works

How to convert after-tax contributions into tax-free growth

Choosing the right retirement vehicle for your investments can make a major difference in how quickly you build wealth.

Download the roadmap and learn how to structure your retirement strategy to maximize contributions, reduce tax drag, and grow your investments more efficiently.

ANDERSONADVISORS

What Anderson Can Do For You

Retirement investing comes with complex tax rules, contribution limits, and compliance risks. Choosing the wrong structure can drain your returns through unnecessary taxes and missed opportunities.

Our team of attorneys, CPAs, and investment strategists works together to help you select and structure the right retirement vehicles—like the Solo 401(k)—so you can maximize contributions, maintain control of your investments, and build tax-efficient wealth.

For decades, our nationally recognized principals—Clint Coons, Toby Mathis, and Michael Bowman—have helped investors implement strategies that reduce tax drag, protect assets, and create more powerful long-term retirement plans.

Our Specialties

Entity Formation

Wills & Trusts

Asset Protection Planning

Retirement Planning

Tax Planning

Business Compliance

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