The best plan for the self-employed
Maximize tax deductions and invest in alternative assets tax free.
- Maximize Contributions
Contribute up to $64,500, invest in alternative assets, and borrow up to $50,000 tax free.
- Self-Direct Your Solo 401(k)
With checkbook control, invest in alternative assets without a custodian. Real estate investors can leverage their assets and pay no UBTI tax.
- Hassle-Free Administration
No annual filing requirement unless account exceeds $250,000 in assets.
Do everything on our app
We want to work with you
Individual, institution, or advisor—we’ll handle all your IRA and 401(k) alternative asset custody needs.
We Handle Everything
We open your self-directed bank account, handle all IRS reporting, and offer annual IRS compliance services.
Our self-directed plans have no account value fees, account management fees, or minimum balance requirement.
For Institutions & Advisors
Gain online access to client accounts and generate fees from your clients’ investments in alternative assets.
Download our info kit for more in-depth reading about the Solo 401(k)
Robust, easy to read, and updated for 2020. This guide is your one-stop shop for all the most important questions about the Solo 401(k).