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The subscription to The Prudent Investor is designed for anyone who uses a self directed retirement account or is considering using one. Included in this subscription are all past and future:


  • Newsletters (monthly)
  • Special Reports
  • Webinars
  • Conference Calls
  • UNLIMITED RETIREMENT ACCOUNT® Radio sessions (twice monthly)
  • Real Estate Investment Analysis software
  • Discount on all products & services

Access to all of these benefits is available for a low monthly fee. To request further information or to begin your subscription, complete the form below.

Learn To
  • Determine if you are eligible for a Solo 401(k)
  • Make early distributions (before age 59 ½) penalty free
  • Decide if checkbook control is suitable for you
  • Form your own LLC in minutes using IRS compliant documents
  • Avoid bending/breaking securities laws when partnering
  • Create a diversified, risk-managed portfolio of real estate, mortgage notes, and private companies
  • Select a custodian that is properly regulated
  • Partner your IRA/401(k) with yourself or other disqualified persons without creating a prohibited transaction
  • Use your retirement account to start or buy a business
  • Estimate your UBIT taxes
  • Legally avoid UBI tax
  • Use UNBREAKABLE asset protection
  • Loan money from your 401(k) for any reason, tax & penalty free
  • Loan money to your IRA/401(k) to cover mortgage payments
  • Force 25% appreciation of real property within 18 months
  • Avoid prohibited transactions
  • Contribute up to $100,000 per year to a Solo 401(k)
  • Complete custodian paperwork
  • Utilize a "STRETCH" IRA
  • Protect IRAs from accidental distribution
  • Use a ROTH account even if you earn over $160,000 per year
  • What services a custodian DOES and DOES NOT provide
  • Avoid common errors when rolling/transferring existing retirement funds to a new plan
  • Convert to a ROTH to eliminate future taxes
  • Estimate and compare fees of custodians, administrators, and other service providers
  • Shop for a mortgage loan for your IRA/401k
  • Buy multi-million dollar properties with less than $100,000
  • Avoid problems when investing in foreign countries
  • Keep your setup and maintenance costs low
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