QUESTION: For solo 401k, are we allowed to invest in annuities? ANSWER: Yes, a solo 401k may be invested in annuities whether fixed or variable annuities. Owner: When a solo 401k plan invests in an annuity, the annuity is owned by the solo 401k plan. This means the annuity policy is required to reflect the […]
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We help our clients take control of their retirement money. Our products and services provide our clients the freedom to invest their retirement savings in their own business as well as alternative investments such as real estate, private companies, promissory notes, precious metals, tax liens and equities.
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