Retirement Certainty Session — Limited spots available each week. Book today before your window fills.

Self-Directed IRA & 401(k) Specialist

Not 100% Sure Your Retirement Plan Is Compliant?

Before a small mistake becomes an expensive problem, get answers from a Self-Directed Retirement Plan Specialist with more than 25 years of experience.

  • Concerned you may have made a prohibited transaction?
  • Unsure if your self-directed IRA or 401(k) is structured correctly?
  • Wondering if past decisions could create future problems?
  • Looking for certainty before making your next investment?
BOOK NOW →
25+
Years of Specialist Experience
Self-Directed Retirement Plan Specialist
TIM BERRY
Self-Directed Retirement Plan Specialist
400%
Value Guarantee or full refund
Self-Directed IRA
Solo 401(k)
Prohibited Transactions
25+ Years Focus
Who This Is For

This Consultation Is For You If…

Get Clarity Today →
Person reviewing retirement account documents
IRA & 401(k) Owners
Self-Directed IRA & 401(k) Owners
You own a Self-Directed IRA or 401(k) and are unsure whether it is structured correctly or operating in compliance with IRS requirements.
Includes Checkbook LLC review
Real estate investment property
Real Estate & Private Lending
Real Estate & Private Lending Investors
You have purchased real estate or made private loans through a retirement account and want to confirm the transactions were structured correctly.
Past transactions reviewable
Investor planning next investment strategy
Pre-Investment Planning
Investors Planning Their Next Move
You are considering a new investment and want to ask questions before completing the transaction the ideal time to avoid costly mistakes.
Pre-investment guidance available
Not sure which category you fall into? That's exactly what we're here for.
15 minutes · $125 · Backed by our 400% Value Guarantee
Book My Consultation Now →
The Solution

Introducing the Retirement Certainty Session

A focused 15-minute consultation designed to provide clarity, confidence, and direction regarding your self-directed retirement account. For more than 25 years, we have helped investors navigate the complex rules governing self-directed retirement plans.

1
Review Your Primary Concern
We start by focusing on your most pressing compliance question, concern, or transaction, no time wasted on generalities. You bring the question; we bring the answer.
2
Identify Compliance Risks
We identify potential compliance risks in your plan and clarify the applicable IRS rules and requirements that govern your specific situation.
3
Determine the Safest Path Forward
You walk away knowing exactly where you stand, what needs attention, and what corrective steps if any should be taken next.
Topics Covered in This Session
Prohibited transaction concerns
IRA compliance questions
401(k) compliance questions
Checkbook LLC concerns
Real estate transactions
Private lending review
Asset titling questions
Corrective action planning
15-Minute Expert Consultation
Retirement Certainty Session
Direct access to a specialist · Secure online booking
$
125
One-Time Fee
No recurring charges.
No hidden fees.
15 focused minutes
Secure payment
Instant confirm
What's included in your session
Review of your primary compliance concern
Identification of potential compliance risks
Clarification of applicable IRS rules
Discussion of corrective actions when necessary
Clear direction on the safest path forward
Book My Consultation →
400%
Value
Guar.
400% Value Guarantee If you don't receive at least 4× the value of your investment, contact us within 7 days for a full refund. No hassle, no arguments.
Client Feedback

What Investors Appreciate Most

Real feedback from self-directed retirement investors who got the clarity they needed.

★★★★★
"Thanks very much for the thoughtful response. We are already more than pregnant with the structure, so really it is a matter of figuring out how best to minimize any risks at this juncture."
Self-Directed IRA Investor
Real Estate Structure Review
IRA
★★★★★
"Always an excellent experience working with you. The clarity I received gave me the confidence to move forward knowing my plan was fully compliant."
Solo 401(k) Plan Holder
Compliance Consultation
401(k)
★★★★★
"Thank you for spending the extra time with us. We definitely regret not knowing and having started our Roth's months ago, this was exactly the guidance we needed."
Retirement Account Investor
Roth IRA Structure Review
Roth
★★★★★
"Tim Berry is an attorney you need to work with! He is a good listener, accessible and respectful of your time. He has great knowledge with retirement planning and the many nuances involved. Tim is the whole package incredibly helpful. I highly recommend him."
Verified Client
Retirement Plan Consultation
Verified
★★★★★
"A man qualified to talk straight simple language to usually confused IRS agents. Not a 10-page response short, sweet, and to the point. Tim does not relent over $50k in penalties gone. And his fee is embarrassingly fair."
Verified Client
IRS Penalty Resolution
$50k+ Saved
★★★★★
"I was told: 'You ever hear of Batman living in a Batcave?' That's Tim, in a Batcave with IRS books all around him. He reads those books and he knows the law. He knows the law and it's huge."
Verified Client
IRS Compliance Review
IRS Expert
★★★★★
"My whole goal is to pay the taxes I owe but not a penny more. Using legal strategies, because there are smarter people who make more money and pay less taxes. The tools and tips you offer are going to be instrumental."
Verified Client
Tax Strategy Consultation
Tax Strategy
★★★★★
"Having access to this level of advanced information makes you feel lucky. Just knowing that we have access to it. I don't even think I can process yet just how powerful this has been."
Verified Client
Advanced Retirement Planning
Planning
25+
Years Experience
$125
Flat Fee
400%
Value Guarantee
"Confidence isn't built on hope. It's built on knowing."
Book My Consultation →
Areas of Focus

What We Can Help You With

In just 15 focused minutes, receive guidance on the specific issues that matter most to self-directed retirement investors.

01
Self-Directed IRA Compliance
Guidance on prohibited transactions, asset titling, related-party rules, and whether your IRA structure meets IRS requirements.
Prohibited Transactions Asset Titling Related-Party Rules
Included in session
02
Solo 401(k) Plan Review
Review of Solo 401(k) compliance, contribution rules, checkbook LLC structures, and plan documentation or correction needs.
Contribution Rules Checkbook LLC Plan Corrections
Included in session
03
Real Estate & Private Lending
Review of real estate investments, private loans, asset titling, and related-party transaction concerns within retirement accounts.
Property Transactions Private Loans Asset Titling
Included in session
04
Corrective Action Planning
Review of past transactions, identification of potential mistakes, and a clear discussion of correction options available to you.
Past Transactions Error Correction Risk Mitigation
Included in session
All four areas are covered in a single 15-minute session.
Bring your most pressing question and walk away with clarity, direction, and a path forward, backed by more than 25 years of specialist experience.
15
Minutes
$125
Flat Fee
400%
Guarantee
Book My Consultation →
400%
Value Guar.
The 400% Value Guarantee
Our promise that you'll walk away with clarity, confidence, and actionable information.
"If you don't feel you received at least four times the value of your investment, simply contact us within 7 days and we'll make it right. No hassle. No arguments."
Full refund if the value isn't delivered
7-day refund window — no questions asked
Backed by 25+ years of specialist experience
Refund issued to original payment method within 5–10 days
$125
Flat Fee
15
Minutes
7
Day Window
Risk-Free

You Either Get the Clarity You Paid For Or You Get Your Money Back

We get it. Spending money on a consultation is easy when you know you're going to get value. It's a lot harder when you're not sure what you'll receive in return. That's exactly why we offer the 400% Value Guarantee, so you can book with complete confidence.

If you don't feel you received at least four times the value of your $125 investment, simply contact us within 7 days and we'll make it right. No hassle. No arguments.

1
Complete your consultation — attend your full 15-minute session
2
Request within 7 days — email [email protected] if you're not satisfied
3
Full refund issued — returned to your original payment method within 5–10 business days
Book My Consultation - $125 →
15 minutes · Instant confirmation
Backed by the 400% Value Guarantee
Reserve Your Session

Book Your Retirement Certainty Session

Select a date and time, fill in your details, and complete your secure $125 payment.

15 focused minutes
Secure payment
Instant confirmation
400% guarantee
Session Fee
$125
15-Minute Expert Consultation
Review your compliance concern
Identify compliance risks
Clarify applicable IRS rules
Determine safest path forward
Discuss corrective actions
400%
Guar.
400% Value Guarantee Contact us within 7 days for a full refund if value isn't delivered.
Retirement Certainty Session — $125
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Retirement Certainty Session (15 min)$125.00
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Self-Directed Retirement Specialist
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Common Questions

Everything You Need to Know Before Booking

Most questions are answered below. If you have something specific that isn't covered here, reach out directly and we'll get back to you promptly.

Still Have a Question?
If you're not sure whether this consultation is right for your situation, reach out before booking. We're happy to help you decide.
Email Us Directly →
01
Is 15 minutes really enough time?
Most investors need clarity regarding one specific issue. Fifteen focused minutes is often enough to identify concerns, answer questions, and determine appropriate next steps. If a more detailed review is needed, additional services can be discussed.
02
Can past transactions be reviewed?
Yes. Many consultations involve reviewing prior actions and determining whether corrective measures should be considered. It's never too late to get clarity on something that has already occurred.
03
Is this only for Self-Directed IRAs?
No. This consultation is available for both Self-Directed IRAs and Self-Directed 401(k)s, including Solo 401(k) plans. Checkbook LLC structures, real estate investments, and private lending transactions within either account type can also be discussed.
04
What if I haven't made an investment yet?
This is actually the ideal time to ask questions before completing a transaction. Getting clarity before you invest is the most effective way to avoid costly mistakes and ensure the transaction is structured correctly from the start.
05
Can you review Checkbook LLC situations?
Yes. Checkbook LLC compliance, structure, and related-party concerns are among the most commonly discussed topics during consultations. Whether your LLC is new or has been operating for years, these issues can be reviewed during your session.
06
Can you review real estate and private lending?
Yes. Both real estate transactions and private lending through retirement accounts can be reviewed during your session, including asset titling questions, related-party concerns, and whether past transactions were structured correctly.
07
What if I need more help after the session?
If further assistance is required beyond the 15 minutes, additional services can be discussed at the conclusion of your consultation. The Retirement Certainty Session is often the first step toward a more complete review when needed.
08
Why is the consultation only $125?
Our goal is to make professional guidance accessible before small issues become larger problems. Many investors simply need clarity on one specific question or transaction. This focused session is designed to provide exactly that quickly and affordably.
Don't see your question? Reach out directly and we'll be happy to help before you book.
[email protected] →
Take the Next Step

Spend 15 Minutes Today.
Sleep Better Tonight.

The IRS doesn't care whether a prohibited transaction was accidental. When your retirement plan holds significant assets, certainty isn't a luxury it's a necessity. Get answers now, before uncertainty becomes a problem.

Book My Consultation Now →
15 focused minutes
Secure payment
Instant confirmation
400% guarantee
"
"The most expensive retirement mistake is often the one you do not know you have made. Get clarity before uncertainty becomes a problem."
— IRA Ideas LLC  ·  25+ Years of Specialist Experience
25+
Years of Specialist Experience
$125
Flat Consultation Fee
400%
Value Guarantee or Refund
400%
Guar.
400% Value Guarantee Full refund within 7 days if value isn't delivered.
"Confidence isn't built on hope. It's built on knowing."
© 2026 IRA Ideas LLC. All Rights Reserved.
2473 S Higley Rd, Suite 104-117 · Gilbert, AZ 85295