Dedicated Legal Advocacy
I provide focused legal advocacy to protect your retirement assets. With deep experience in self-directed IRA and 401(k) law, I help structure compliant strategies, navigate complex regulations, and avoid costly mistakes, so you can move forward with confidence.
Services
What I Offer
Comprehensive tax services that help you reduce risk, stay compliant, and optimize your retirement and business strategies, including planning, preparation, compliance review, and cross-border tax support.
Tax Planning
I create tax strategies that help reduce liabilities, maximize deductions, and support long-term financial goals while keeping you fully compliant.
Tax Preparation
I prepare and file your taxes accurately and on time, helping you avoid penalties and ensuring every detail is handled correctly.
Tax Compliance
I help you stay compliant with federal, state, and local tax rules by reviewing obligations and preventing costly issues before they arise.
Estate Planning
I design clear, tax-efficient estate plans that protect your assets and ensure a smooth transfer to your beneficiaries.
International Taxation
I guide you through cross-border tax rules, reducing risks and simplifying complex global reporting and compliance requirements.
Business Tax Services
I provide businesses with strategic tax planning, preparation, and compliance support to minimize exposure and strengthen financial decisions.
I Provide Solid Law Practice
I offer clear, compliant legal guidance for self-directed IRA and 401(k) strategies—helping protect your retirement assets and avoid costly mistakes with confidence.
Aggressive Criminal Defense
I provide assertive, strategic criminal defense focused on protecting your rights, challenging the prosecution, and pursuing the strongest possible outcome at every stage of your case.
Experienced Court Performance
I bring confident, well-prepared courtroom advocacy backed by experience, strategic insight, and a deep understanding of trial procedure, ensuring your case is presented clearly and effectively before the court.
Practice Areas
I offer my clients fresh perspectives and breakthrough business insights.
$325000
Recovered for Clients This Year
Sometimes you may find yourself in difficult situations and not be able to defuse the situation without going to court.
$125000
Reduced Bail Expenses Last Year
Sometimes you may find yourself in difficult situations and not be able to defuse the situation without going to court.
FAQS
Frequently Asked Questions
Find clear answers to common questions about self-directed IRAs and 401(k)s, including rules, compliance, and investment options, explained simply to help you move forward with confidence.
What services does iraideas.com provide?
IRAideas.com offers expert guidance and legal support for self-directed IRAs and self-directed 401(k) plans, helping investors understand rules, avoid prohibited transactions, and structure retirement investments effectively.
What is a self-directed IRA and how is it different from a traditional IRA?
A self-directed IRA allows you to choose alternative investments such as real estate or private assets within your retirement account, giving greater control compared to traditional IRAs that typically limit you to stocks and funds.
Can I roll over my existing IRA or 401(k) into a self-directed IRA?
Yes — you can generally transfer or roll over funds from an existing IRA or eligible 401(k) into a self-directed IRA, allowing you to expand your retirement investment options
Are there risks I should know about with self-directed IRAs?
Yes — self-directed IRAs must follow strict IRS rules on prohibited transactions and disqualified persons. Professional guidance helps ensure compliance and minimizes tax or penalty risks.
How can IRAideas.com help me avoid prohibited transaction issues?
IRAideas.com analyzes your planned transactions and offers legal insight to ensure your self-directed IRA investments comply with IRS regulations, reducing the risk of costly penalties.
Tim Berry
How to Change 401k Providers?
Tim Berry
How to Move Alternative Assets into 401k?
Tim Berry
The Danger of IRA Rollovers
Videos
Video Insights on Self-Directed IRAs & 401(k)s
Watch concise videos where I explain self-directed IRAs, 401(k)s, and compliant retirement strategies in clear, practical terms to help you make informed decisions with confidence.
Take the First Step Toward Smarter Retirement Investing
Schedule a consultation to see if a self-directed IRA or 401(k) strategy is right for you. Get clear legal guidance, answers to your questions, and a roadmap to structure compliant retirement investments with confidence.
Providing clear legal guidance and education on self-directed IRAs and 401(k)s to help you invest confidently and stay compliant.
Get In Touch
- 2473 S Higley, 104-117 Gilbert, AZ 85295
- [email protected]
- 602-900-1855
© IRA IDEAS LLC