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My Solo 401(k) Plan

Discover untapped potential for  Self-Employed  business owners.

A Solo 401(k) is the perfect fit for individuals seeking a broad range of investment options to maximize their retirement potential.

Larger Contribution Limits

Larger Contribution Limits

Maximize your contribution potential through employee and employer contributions.

Tax Advantaged Growth

Tax Advantaged Growth

Boost your retirement potential while leveraging the benefits of tax-deferred or tax-free growth.

Loan  Eligibility

Loan Eligibility

Individuals can borrow up to $50k from their Solo 401(k) and pay themselves back over time.

Investment Flexibility

Investment Flexibility

Enjoy the freedom to buy and manage your own investment decisions in almost any asset class.

Discover the ultimate  Self-Directed  account for small business owners.

A Self-Directed Solo 401(k) Plan is specifically designed for business owners who do not have full-time employees, other than their spouse.

How does a  Solo 401(k)  compare with other Employer Plans?

Plan Benefits

SEP IRA

SIMPLE IRA

Solo 401(k)

Employees Allowed

Spousal Participation Allowed

Loan Eligibility

Roth Contributions

Setup Deadline

April 15
(Plus Extensions)

April 15
(Plus Extensions)

December 31 (Calendar Year)
or Year End (Fiscal Year)

 

Build a truly  diversified  portfolio.

With a Checkbook IRA, you can choose from an endless array of investment options, quickly and easily.

Your journey to financial freedom starts here.

With a Solo 401(k) Plan, you can purchase rental properties, establish startup businesses, participate in marketplace lending, and so much more!

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We are dedicated to creating access to alternative assets through Checkbook IRAs and Checkbook Solo 401(k)s.

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Contact Us

Whether you’re an experienced investor or taking your first step into alternative investments, we’ll help guide you through the process, as well as answer any questions you may have specific to your self-directed needs.

Simply complete the form and one of our qualified specialists will reach out shortly.

Please complete the form to get in touch.