Self-directed Solo 401k Real Estate Question Answered – How to title my Roth Solo 401k investment?
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Solo 401k FAQ: How to title Solo 401k Roth investment
If I am investing with the Roth 401k Entity in an angel investment, would my entity name be “ABC Capital Trust Roth 401K FBO Jim Johnson”?
No – it will simply be “ABC Capital Trust”.
The fact that you invest Roth funds is tracked at the plan level.