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Solo 401k

Self Directed Checkbook Control 401k Plans for the Self Employed

What is a Solo 401k?

A “Solo 401k” is a special type of 401k for self employed individuals who do not employ any full time W-2 employees of their own. A Self Directed Solo 401k is one that allows for greater investment flexibility. A “Discount Solo 401k” is a Self Directed Solo 401k that has all the features of the more expensive plans, including an IRS-approved qualified plan status, a built-in Roth component, participant loan feature, maximum contribution limits, ability to invest into both traditional and alternative assets such as real estate, and direct checkbook control without the need for a custodian or an LLC.

When first looking into self directed investing, many people discover the Self Directed IRA. A Self Directed IRA offers increased investment flexibility over traditional IRAs but does not provide the direct checkbook control that the Solo 401k does unless you have an IRA LLC. Self Directed IRAs always need a custodian to hold the IRA assets while the Solo 401k does not. Contact us to explore all the benefits a Solo 401k provides over a Self Directed IRA LLC.

Four Simple Steps You Can Take Toward A Brighter Future

Solo 401k qualified

STEP 1 : Qualify

Our plans have some truly amazing benefits. The catch? There are eligibility requirements to qualify.

Plan

STEP 2 : Create

We’ll provide you with your very own IRS-approved Solo 401k plan and trust documents with IRS determination letter.

Bank

STEP 3 : Setup

You’ll simply sign your documents and setup an account for your 401k at the bank and/or brokerage of your choice.

STEP 4 : Use

You can transfer existing funds into your Solo 401k, add new funds, and make investments to grow your future.

Focus on enhancing your savings, investments, future

with a custom 401k for your business

WHAT OUR CLIENTS ARE SAYINGyou are in good company

Click for the BBB Business Review of this Financial Services in Westminster CO
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