SDIRA & Solo 401(k) Consulting

Take Control of Your Wealth. Keep More of What You Earn.

Taxes are the #1 Wealth Killer.

But they don’t have to be. Most people leave thousands — even millions — on the table by not taking advantage of tax- advantaged retirement accounts like:

When used strategically, these accounts can grow your money passively, effortlessly, and around the clock all while keeping you in full control. No banks. No brokers. No outdated systems.

What is a Self-Directed IRA?

A Self-Directed IRA (SDIRA) is a retirement account that gives you the freedom to invest in a wide variety of alternative assets like real estate, private loans, notes, and more instead of just stocks and mutual funds.

A SDIRA has two significant advantages that a typical IRA does not offer:

● Control over your retirement funds

● Freedom to choose alternative investments to build wealth in your plan

What is a Solo 401(k)?

If you’re self-employed or run a small business, a Solo 401(k) is one of the most powerful tax-advantaged accounts available. It offers:

● Higher contribution limits than an IRA

● Roth options for tax-free growth

● The ability to invest in alternative assets

● And even borrow from your account if needed

Why Work With Kevin?

He is a seasoned real estate investor and private lender with over 20 years of experience. He began building his portfolio in 2002 and later transitioned to private money lending, helping others grow wealth through secure, passive strategies.

Kevin personally guides you through:

Setting up and funding SDIRAs or Solo 401(k)s
Consolidating multiple small IRAs into one investment vehicle
Understanding IRS rules to avoid prohibited transactions
Lending to vetted borrowers with personal guarantees
Earning consistent, passive income with minimal effort
Learn how to set up tax free entities in the correct order so you don’t loose out on opportunities
Advanced SDIRA techniques such as LLC’s and Trusts

Why Work With Kevin?

Kevin personally guides you through:

Setting up and funding SDIRAs or Solo 401(k)s
Consolidating multiple small IRAs into one investment vehicle
Understanding IRS rules to avoid prohibited transactions
Lending to vetted borrowers with personal guarantees
Earning consistent, passive income with minimal effort
Learn how to set up tax free entities in the correct order so you don’t loose out on opportunities
Advanced SDIRA techniques such as LLC’s and Trusts

WANT TO SEE REAL RESULTS?

Want to learn how to get started?

We’ll walk you through how to open or transfer funds into a SDIRA or Solo 401(k), choose the right custodian, and begin lending with confidence.

But first, see how it all works in the real world.
Fill out the short form below to instantly access a real-life case study and discover how actual investors are earning hands-free, high-yield returns with SDIRA-powered lending.

COMMON USES OF SDIRA & SOLO 401(K) FUNDS

Lending to Real Estate Investors

Like with Warbucks Capital, you can use your SDIRA or Solo 401(k) to fund real estate-backed loans — earning predictable, passive income secured by real property. It’s a hands-off way to grow your retirement with confidence.

Buying Rental Properties

Your retirement funds can be used to purchase income-producing rental properties or undeveloped land. These assets can appreciate over time while also generating rental income all within the tax-advantaged structure of your account.

Investing in Private Businesses

Diversify your portfolio by investing in startups or privately held companies. Whether it’s a small business you believe in or a promising venture, you have the freedom to grow your retirement beyond the stock market.

Purchasing Tax LIENS or NOTES

Take advantage of unique investment opportunities like tax lien certificates or promissory notes. These alternatives often offer high returns and are allowed within most SDIRA or Solo 401(k) plans when structured properly.

COMMON USES OF SDIRA & SOLO 401(K) FUNDS

Lending to Real Estate Investors

Buying Rental Properties

Investing in Private Businesses

Purchasing Tax LIENS or NOTES

TESTIMONIAL

I had worked a corporate job for many years, contributing to a company 401K, but I left that career to start my own business. Just so happened around that time I met Kevin and I was expressing how I still wanted to keep investing into my retirement but wasn't sure about the best vehicle to do so. Kevin helped me identify the Solo 401k as one of the best ways for me to continue to build my retirement. He gave me direction into getting it set up, I started contributing to it, as well as ultimately rolling over what I had put into my previous employer's 401k. Kevin also introduced me to private money lending (PML) to real estate investors and allowed me to partner with him and others on different deals which have earned me no less then a 10% return. To date, I have done dozens of PML deals with Kevin, and hopefully many more in the future. Kevin is passionate about helping other people build wealth and be financially free. I super grateful our lives crossed paths.

Kevin at Warbucks Capital made setting up my self-directed IRA seamless. He worked directly with my custodian, handled the paperwork, and got me into my first private lending investment right away. I’m already seeing strong returns and trust Kevin as my go-to partner.

Schedule a Free Discovery Call

📞 Schedule a free, no-obligation 15-minute discovery call with Kevin. He’ll answer your questions and see if he’s the right fit to help you unlock tax advantaged, passive growth for your retirement.