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

Self-Directed IRA & 401(k) Specialist

Not Sure About an IRA or 401(k) Decision? Get Clarity Before You Act.

Have a question about your self-directed retirement plan, a transaction you’re considering, or something you’ve already done?

Get up to 15 minutes of focused, one-on-one consultation with Tim Berry, drawing on more than 25 years of retirement-plan experience.

One specific concern. Direct guidance. Just $125.

Book My 15-Minute Session | $125

Have a more complicated situation? Explore the Private Strategy Session.

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
Choose Your Session

Which Session Is Right for You?

Whether you have one straightforward question or a complicated retirement-plan situation, choose the level of assistance that fits your needs.

Retirement Certainty Session

Start Here
$125 Up to 15 Minutes

Best for one specific question or concern.

Examples

  • Understanding a particular IRA or 401(k) rule.
  • Asking about a potential prohibited transaction.
  • Clarifying an investment or ownership question.
  • Getting direction before taking your next step.
Book My $125 Consultation

Private Strategy Session

For Complex Situations
$950 for Tax Academy Members

$1,450 Standard Rate  ·  Up to 45 Minutes

Best for complex situations that require a more detailed discussion and strategic planning.

Examples

  • Multiple transactions or interconnected compliance concerns.
  • Complex investment structures.
  • Prior transactions with potential problems.
  • Advanced retirement-plan strategies.
  • Situations involving relevant documents that Tim should consider before or during the discussion.
Explore Private Strategy Session

Not Sure Which Session You Need? Start Small.

Book the $125 Retirement Certainty Session first. If your situation requires a more comprehensive Private Strategy Session, we’ll apply your entire $125 payment toward the cost when you book within 14 days of completing your initial consultation.

You won’t have to pay for that first consultation twice.

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 have a specific question about your retirement-plan structure, Checkbook LLC, contribution rules, or a potential compliance issue and want experienced guidance.
Focused Compliance Questions
Real estate investment property
Real Estate & Private Lending
Real Estate & Private Lending Investors
You have a question about a current, completed, or proposed transaction involving real estate, private lending, ownership, or related-party rules.
Transaction Questions
Investor planning next investment strategy
Pre-Investment Planning
Investors Planning Their Next Move
You're considering an investment and want to clarify a particular rule, potential concern, or next step before proceeding.
Pre-Investment Guidance
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

The Retirement Certainty Session is a focused, up to 15-minute consultation designed to help you better understand one specific retirement-plan question, transaction, or concern.

Not every question requires a lengthy engagement. Sometimes you just need the right experience applied to the right issue.

1
Bring Your Primary Question
Tell Tim what you're concerned about, what you've done, or what you're considering. Focus the discussion on your most important question.
2
Understand the Relevant Rules and Considerations
Discuss how relevant retirement-plan rules may apply to your situation and identify potential concerns that deserve attention.
3
Determine Your Next Step
Leave with a clearer understanding of the issue and what to consider next. If additional research, documentation, or more extensive analysis is needed, Tim can discuss the appropriate next step.
Example Consultation Topics
Prohibited transaction concerns
IRA compliance questions
401(k) compliance questions
Checkbook LLC questions
Real estate transactions
Private lending questions
Asset titling questions
Past transaction concerns

These are examples of subjects Tim can discuss. Each Retirement Certainty Session focuses on one primary question or concern. More complicated situations may benefit from a Private Strategy Session.

Up to 15-Minute Consultation
Retirement Certainty Session
One-on-one with Tim Berry · Secure online booking
$
125
One-Time Fee
No recurring charges.
No hidden fees.
Up to 15 minutes
Secure payment
Instant confirm
What's included in your session
Up to 15 minutes of one-on-one consultation with Tim Berry
Discussion of one primary retirement-plan question or concern
Guidance concerning relevant rules and potential issues
Discussion of practical next steps
Identification of whether additional assistance may be appropriate

This is a focused consultation, not a comprehensive compliance audit. Extensive document review, written opinions, custom document preparation, corrections, and implementation services are not included.

If additional work is needed, available services can be discussed and quoted separately.

Need additional help afterward? Your $125 can be credited toward a Private Strategy Session.

Book My Consultation | $125 →
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.
Guarantee & credit details This guarantee concerns your satisfaction with the $125 consultation and is not a promise of any particular legal, tax, financial, or IRS outcome. The upgrade credit applies only toward a Private Strategy Session. Refunded consultation payments are not eligible for the credit.
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

Examples of the retirement-plan questions Tim can discuss in a focused, up to 15-minute consultation.

01
Self-Directed IRA Compliance
Questions about prohibited transactions, asset titling, related-party rules, and retirement-account structures.
Prohibited Transactions Asset Titling Related-Party Rules
Example Consultation Topic
02
Solo 401(k) Questions
Questions about contribution rules, plan operations, Checkbook LLC structures, and potential plan concerns.
Contribution Rules Checkbook LLC Plan Operations
Example Consultation Topic
03
Real Estate & Private Lending
Questions involving retirement-account investments, private loans, transaction structures, and ownership considerations.
Property Transactions Private Loans Ownership
Example Consultation Topic
04
Past Transaction Concerns
Questions about actions already taken, potential mistakes, or whether further investigation or corrective work may be appropriate.
Past Transactions Potential Mistakes Next Steps
Example Consultation Topic
These are examples of subjects Tim can discuss.
Each Retirement Certainty Session focuses on one primary question or concern. More complicated situations may benefit from a Private Strategy Session.
Up to 15
Minutes
$125
Flat Fee
400%
Guarantee
Book My Consultation →
Your First $125 Can Count Toward More

Start With One Question. Go Further Only If You Need To.

Some retirement-plan questions can be addressed in a short conversation. Others reveal issues that deserve more time and attention.

That’s why we make it easy to start with a focused consultation and move into more extensive assistance when appropriate.

Here’s How It Works:

1

Book Your $125 Session

Spend up to 15 minutes discussing your primary question with Tim Berry.

2

Determine Whether More Help Is Needed

If your situation requires a more detailed discussion, Tim can explain how a Private Strategy Session may help.

3

Apply Your Full $125 Toward the Upgrade

Book a Private Strategy Session within 14 days of completing your original consultation, and your entire $125 payment will be credited toward the applicable price.

For Tax Academy Members
Private Strategy Session$950
Previous consultation credit− $125
Remaining balance$825
For Nonmembers
Private Strategy Session (standard rate)$1,450
Previous consultation credit− $125
Remaining balance$1,325

No obligation to upgrade. If the first consultation provides the direction you need, there’s nothing more to purchase.

Book My $125 Consultation Explore Private Strategy Session
400%
Value Guar.
The 400% Value Guarantee
Our commitment to the value of your consultation.
"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
Up to 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 session (up to 15 minutes)
2
Request within 7 days — email tim@iraideas.com if you're not satisfied
3
Full refund issued — returned to your original payment method within 5–10 business days
How the guarantee and the upgrade credit differ
  • The guarantee concerns your satisfaction with the $125 consultation. It is not a promise of any particular legal, tax, financial, or IRS outcome.
  • The upgrade credit applies toward a Private Strategy Session booked within 14 days of completing your consultation.
  • Refunded consultation payments are not eligible for upgrade credit.
Book My Consultation | $125 →
Up to 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.

Up to 15 minutes
Secure payment
Instant confirmation
400% guarantee
Session Fee
$125
Up to 15-Minute Phone Session
Focus on your one key concern
Spot potential compliance risks
Clarify applicable IRS rules
Understand your safest path forward
Know your next steps
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 (up to 15 min)$125.00
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Your Session Is Confirmed!

Your Retirement Certainty Session with Tim Berry is booked and your payment was received. A confirmation email is on its way, with a calendar invite and your reschedule link. Tim will call you at the number you provided.

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Self-Directed Retirement Specialist
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Good to know: If you decide to move forward with a full Advanced Planning Session within 14 days, your $125 is credited toward it. You do not need to decide now.
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?
For many specific retirement-plan questions, a focused conversation can provide useful clarity and direction. Some situations require additional research or more extensive discussion. If that applies to your situation, Tim can explain your available next steps.
02
Can I ask about a transaction that already happened?
Yes. You can bring a specific question about a past transaction, potential mistake, or compliance concern. Comprehensive transaction analysis and detailed document review are separate services when required.
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.
04
What if I haven't made an investment yet?
That's a good time to ask. You can clarify a particular rule, potential concern, or next step before completing a transaction.
05
Can I ask about Checkbook LLCs, real estate, or private lending?
Yes. All of these subjects can be discussed. The consultation will focus on your primary concern rather than an extensive review of every aspect of the investment or structure.
06
What if I already know my situation is complicated? Do I have to book the $125 session first?

No. You can book a Private Strategy Session directly without purchasing the $125 consultation first. If you already know your situation requires advanced planning or an extensive discussion, that is the right place to start.

The Private Strategy Session provides up to 45 minutes with Tim and allows you to submit relevant background information and documents.

Explore the Private Strategy Session →
07
What if I need more than 15 minutes?

If more extensive assistance is appropriate, you can upgrade to a Private Strategy Session.

Your entire $125 consultation payment can be applied toward that session when booked within 14 days of completing your initial consultation. You only pay the remaining difference based on your applicable member or standard rate.

08
Does the $125 session include document preparation or corrective work?

No. The Retirement Certainty Session provides focused consultation and guidance.

If your situation requires custom paperwork, formal document review, corrective work, implementation, or other specialized services, those services will be discussed and quoted separately under an appropriate written scope of engagement.

No additional services will be performed or charged without authorization.

09
Why is the consultation only $125?

Not every retirement-plan question requires an extensive engagement.

This focused consultation makes it easier to get experienced guidance on a specific concern without paying for a longer session you may not need.

Don't see your question? Reach out directly and we'll be happy to help before you book.
tim@iraideas.com →
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 →

Already Know You Need More Extensive Help?

For complex retirement-plan questions, multiple transactions, advanced strategies, or situations requiring additional preparation, explore the Private Strategy Session with Tim Berry.

View Private Strategy Session
Up to 15 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.
The Retirement Certainty Session is a focused consultation for plan administration purposes, not a comprehensive compliance audit or legal advice. No attorney-client relationship is formed, and no specific tax, IRS, or financial outcome is promised or guaranteed.
© 2026 IRA Ideas LLC. All Rights Reserved.
2473 S Higley Rd, Suite 104-117 · Gilbert, AZ 85295