Fast and simple setup
Clear rules to avoid costly mistakes
Expert-reviewed for compliance
IRS Rules Compliant
Expert Oversight
Secure Document Handling
Jonathan Chan, CPA, CISA
CPA Guided. Team Delivered.
Retirement Compass is guided by Jonathan Chan, CPA and CISA. Our team specializes in setting up and supporting self directed retirement accounts with confidence. Every account is reviewed for compliance under CPA guidance. You will work with our team to get set up quickly and correctly while knowing your plan has professional assurance behind it.
Account Comparison
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Feature
Contribution Limits
Flexibility
Best Use Case
Risks
Eligibility
SDIRA
$8,000 (2025)
Wide range of alternative assets
Passive investing in real estate, notes, etc.
Prohibited transactions, UBIT
Anyone with earned income
Solo 401(k)
Up to $77,000 (2025)
High contribution limits and loan options
Self-employed individuals or small business owners
Complex administration, compliance
Self-employed with no full-time employees (except spouse)
ROBS
N/A - Rollover based
Use of funds to start/buy a business
Funding a new or existing business franchise
Business failure, personal liability
Must be a C-Corporation bona-fide employee
>_ Disclaimer
The information provided on this website is for educational purposes only and does not constitute financial, investment, or legal advice. You should consult with a qualified professional before making any financial decisions.