Dallas, Texas · October 22–24, 2026 · Application Only
The retirement-plan decision you cannot afford to get wrong.
Tim Berry’s Private Advanced 401(k) Planning Session is built for business owners, investors, and professionals facing retirement-plan decisions a general presentation can’t resolve. Before you arrive, Tim will already know your situation, your assets, and the questions you need answered.
The application takes about five to seven minutes. No payment is required to apply, and applying does not guarantee acceptance or reserve a seat.
Most classes begin with a presentation.
This session begins with your situation.
A traditional class teaches the same material to everyone useful information, but no clear line back to your assets, entities, family, or the decision in front of you. Before this session begins, Tim already knows why you're attending, which assets and structures are involved, and which questions matter most to you. That lets the discussion start further ahead.
A Normal Class
- General curriculum
- Your situation is unknown in advance
- Questions depend on available time
- You leave with notes and ideas
- Implementation is left entirely to you
This Private Planning Session
- Your situation is submitted in advance
- Tim reviews your questions before arrival
- Personal Application Session with Tim is built in
- You develop a written action map
- Follow-up support is included after the event
The goal is not more information.
The goal is a clearer next move.
Advanced retirement plan decisions rarely involve just one issue. A question about a business, property, Roth account, LLC, distribution, beneficiary, or valuation often raises related questions about prohibited transactions, UBIT, estate planning, asset protection, beneficiary planning, or other connected issues. The value of the session is in organizing the issues that matter to your situation, not in presenting every possible strategy.
What Should Be Investigated
The questions, options, and structures that deserve further examination.
What Could Create Risk
Potential problems, conflicts, prohibited transactions, and unanswered questions.
What Information Is Missing
Documents, valuations, plan records, or agreements that may still be needed.
What decisions need to be made
The choices that must be settled before you can move forward with confidence.
What Happens Next
Your priorities organized into practical 30-, 60-, and 90-day steps.
Your situation is considered before the first presentation begins.
The Case-Clarity Review
Each accepted participant completes a detailed planning questionnaire and a private call with Tim before the event. Tim reviews this information in advance and identifies any additional documents or information that may be helpful to bring, if any.
- Detailed planning questionnaire
- Private call with Tim
- Summary of your main decision
- Diagram of assets and structures involved, if applicable
- Your most important questions
- Additional documents or information requested by Tim, if any
The Private Welcome Dinner
A small group dinner with Tim and the five participants to meet one another, review how the conference will work, and begin the weekend in a relaxed setting.
- Meet Tim and the other participants
- Review the schedule and format
- Set expectations for the two-day session
- Introduce the major planning themes Tim will cover
The Advanced Planning Room
Two full days of advanced education with Tim, focused on the planning principles, risks, and decisions that matter most to the five participants attending.
- Advanced 401(k), Roth, distribution, ownership, asset-protection, and estate-planning topics
- Questions and discussion throughout both days
- Examples and planning frameworks selected by Tim
- Personal Application Session with Tim at the end of Day Two
The Private Follow Through
Once you return home and begin working from your Action Map, new questions or changed circumstances may affect what should happen next. Within 30 days, you will meet privately with Tim to review your progress, address what has changed, and make sure your next steps are still clear.
- Review progress against your Action Map
- Resolve questions that arise after the conference
- Refine priorities when circumstances change
- Confirm what should happen next
Everything included with your participation.
The Case-Clarity Questionnaire
A structured questionnaire designed to organize your situation before the event and surface the questions that need attention.
The Private Call With Tim
A private call with Tim to clarify your primary decision, the assets involved, and the outcome you need from the session.
Tim's Advance Case Review
Tim reviews your submitted information so the session doesn't begin with him learning your situation for the first time.
The Private Welcome Dinner
A small-group dinner with Tim and the five participants to meet one another, review how the conference will work, and begin the weekend in a relaxed setting.
The Personalized Action Map
A written plan developed with Tim that organizes the issues to address, the decisions to make, and the next steps to take over the following 30, 60, and 90 days.
Two Full Advanced Planning Days
Two days with Tim covering advanced retirement-plan, tax, ownership, asset-protection, and estate-planning issues, with questions and discussion throughout both days.
Fuel for the Working Days
You will be doing the thinking. We will provide lunch, refreshments, and the fuel to keep you focused throughout both days.
The Personal Application Session
At the end of Day Two, you sit with Tim. With everything you have learned fresh in your mind, Tim shows you exactly how it applies to your situation and turns it into a clear plan for what to do next.
Leave Knowing Exactly What to Do
You and Tim will build a personalized written Action Map showing what needs attention, what decisions must be made, and what to do over the next 30, 60, and 90 days.
Support After Real Life Begins
Think of something on the way home? Hit a speed bump while putting the plan into action? Your private follow-up call gives you time with Tim to work through it and keep moving.
The Action Map Completion Promise
You will not be left with an incomplete or confusing plan. If your Action Map needs additional work or clarification, Tim will continue working with you privately at no additional charge.
Complex retirement-plan decisions require more than knowing the rules.
Tim Berry has worked with self-directed retirement plans since 1997, helping clients across the country navigate decisions involving retirement accounts, businesses, real estate, private investments, ownership structures, and estate planning.
His value is not limited to knowing individual rules. It comes from nearly three decades of seeing how those rules interact when substantial assets, multiple entities, family goals, and long-term planning all meet in one situation.
Tim has built his career around recognizing the connections others may overlook, identifying where problems can arise, and helping clients understand the complete picture before important decisions are made.
- Self-directed IRAs and 401(k)s
- Prohibited transactions and related parties
- Rollovers, reporting issues, and plan errors
- Traditional and Roth retirement planning
- Contributions, distributions, and valuation
- Beneficiary and estate planning
- LLCs, partnerships, real estate, private investments
- Complex or unconventional ownership structures
The final discussion will be shaped around the accepted participants.
Building & Funding the Plan
- Advanced 401(k) structures
- Traditional & Roth planning
- Contributions & profit-sharing
- After-tax & Roth considerations
- Family & joint-plan concepts
Avoiding Retirement-Plan Landmines
- Prohibited transactions
- Related parties
- Rollovers
- Reporting concerns
- Transactions needing extra review
Ownership, Investments & Valuation
- Real estate & private investments
- LLC & partnership interests
- Preferred LLC interests
- Life estates & remainder interests
- Active businesses & flipping
Distributions & Tax Considerations
- UBIT
- Debt-financed or active transactions
- Property distributions
- Required distributions
- Traditional & Roth coordination
Protecting & Transferring Wealth
- Beneficiary planning
- Successor-trustee planning
- Estate planning
- Charitable remainder trusts
- Asset protection
The purpose is not to force every participant through every topic. The final agenda, examples, and planning discussions will focus on the issues most relevant to the people accepted.
This session is designed for people with a real decision to make.
Check what applies to you, this isn't a form, just a quick way to see if the fit is right before you apply.
› This is probably not for you if…
- You're looking for a beginner-level introduction to IRAs or 401(k)s
- You're only collecting information for possible use someday
- You don't currently have a meaningful decision to work through
- You're unwilling to complete the advance preparation
- You want a one-size-fits-all answer rather than a serious look at your facts
Dallas, Texas - October 22-24, 2026
The exact venue and arrival instructions will be provided to confirmed participants.
Arrival & Private Welcome Dinner
- Meet Tim and the other participants
- Preview how the two-day session will work
- Introduction to the major planning themes
- Private dinner in a relaxed setting
Day One - Building & Examining the Structure
- Advanced retirement-plan and ownership education
- Rules, risks, and planning frameworks selected by Tim
- Questions and discussion throughout the day
- Building the foundation for better decisions
Day Two - Protecting, Distributing & Transferring
- Advanced asset-protection, distribution, and estate-planning education
- Applying the principles covered across both days
- Final questions and decision-making considerations
- Personal Application Session with Tim
- Personalized written Action Map for what happens next
Travel, lodging, transportation, and personal expenses are not included. Please don't make nonrefundable travel arrangements until your seat is confirmed and final venue information has been provided.
The Cost of Guidance Is $7,500. The Cost of a Mistake Is Unknown.
Tim helps you avoid ever having to find out.
- Advance preparation & Tim's review
- Private call with Tim before Dallas
- Private welcome dinner
- Two full days with Tim
- Personal Application Session with Tim
- Personalized 30-, 60-, and 90-day Action Map
- Private follow-up after the event
- $2,500 nonrefundable deposit due within 48 hours of acceptance
- Remaining $5,000 due seven calendar days after the deposit
- Full payment of $7,500 may be made at once
- Travel and lodging are separate
- Your seat is confirmed only after payment is received
Only five participants are accepted per session. Seats are confirmed strictly in the order that deposits are received.
Applying is the first step - not a reservation.
Submit Your Application
About five to seven minutes. No payment is collected when you apply.
Your Situation Is Reviewed
To confirm the session is an appropriate fit. Most applicants hear back within two business days.
Accepted Applicants Get a Payment Link
With the deposit amount, deadlines, and event policies.
The Deposit Secures the Seat
An application or acceptance email does not reserve a seat, only a received $2,500 deposit does.
Registration Closes When Full
Once all seats are confirmed, applications close and a waiting list opens.
Applying does not commit you to attend, and does not guarantee acceptance or reserve a seat.
What people ask before applying.
Tim Berry's Private Advanced 401(k) Planning Session
Please don't include Social Security numbers, account numbers, passwords, tax returns, or other confidential documents in this application. See our Privacy Policy.
Application received.
Thank you. Most applicants hear back within two business days. If your situation is a fit, you'll receive a private payment link with your deposit deadline.
All seats are currently taken.
All five participant seats for this session have been confirmed. You're welcome to join the priority waiting list in case a seat becomes available.
Join the Waiting List