Take Control of Your Retirement Funds with a Solo 401K


SOLO 401K"CHECKBOOK CONTROL"
  • Gain “Checkbook Control” over your retirement funds
  • Serve as the trustee of the Solo 401k Plan
  • As Trustee, you no longer have to get each investment approved by the custodian
  • Making an investment with your Solo 401k Plan is as easy as writing a check!
learn more image
SOLO 401K CONTRIBUTION LIMITS
  • Make high annual contributions to your Solo 401k Plan
  • For 2016, the total contribution limit for a Solo 401k Plan is $53,000 or $59,000 if age 50 or older
  • Make Pre-Tax (tax deductible) or Roth (after-tax) contributions
  • Roth Conversion Feature
learn more image
SOLO 401K LOAN FOR ANY PURPOSE
  • Internal Revenue Code Section 72(p) authorizes a Solo 401K Plan loan
  • Borrow up to either $50,000 or 50% of your account value - whichever is less.
  • The Solo 401k Plan loan can be used for any personal purpose
  • The solo 401k loan is received tax-free and penalty free!
learn more image