Retirement planning is easy to put off when the business needs attention every day. CheckSmith keeps self-directed IRA activity visible beside the books without mixing it with operating money.
Track contributions, review progress toward the annual limit, and keep alternative assets in one organized record.
How It Works
Guided Custodian Setup
Step-by-step setup walks you through connecting a custodian, so the account is established correctly the first time.
Track Alternative Assets
Real estate, notes, and other self-directed holdings live in one organized view, separate from your day-to-day business money.
Watch Contribution Progress
A running total shows how much of the annual contribution limit you have used and how much room is left.
What You Get
- Guided custodian setup
- Alternative asset tracking
- Contribution progress against the annual limit
- Kept separate from operating money