Investments

A Solo 401k immediately broadens investing possibilities by permitting investing in any asset that is not disallowed under the IRS regulations. Here are some of the many investment possibilities available with a Self-Directed Solo 401k.​

Real Estate

  • Residential Property
  • Commercial Property
  • Developed Land
  • Foreclosures
  • Rehabs/Flips
  • Mobile Homes
  • REITs

Promissory Notes

  • Mortgages/Deeds of Trust
  • Secured notes
  • Unsecured notes
  • Car Paper
  • Commercial Paper

Tax Liens/Tax Deeds

  • Tax Lien
  • Tax Deed

Others

  • Structured Settlements
  • Factoring
  • Accounts Receivable
  • Foreign Currency Exchange
  • Equipment Leasing
  • Businesses
  • Private Equity
  • Precious Metals

Click here to learn about the steps and procedures for buying real estate with your self-directed 401k.

Click here to learn about the steps and procedures for buying promissory notes with your self-directed 401k.

Click here to learn about the steps and procedures for investing in private company with your self-directed 401k.

With Whom Can You Make Solo 401k Investments?


Who’s Out

  • You
  • Your Spouse
  • Your natural parents and/or your adoptive parents
  • Your natural grandparents
  • Your natural children and/or your adopted children
  • The spouses of your natural children
  • Any fiduciary of your Solo 401k
  • Any people providing services to your Solo 401k–such as your stockbroker–as well as his employees and both his and his  employees’ blood relatives
  • Your Solo 401k trust document provider or administrator

Who’s In

  • Your brothers and sisters
  • Your Spouse’s brothers and sisters
  • Your spouse’s parents
  • Your spouse’s grandparents
  • Your stepchildren
  • Your spouse’s stepchildren
  • Your grandparent’s spouse, if not your natural grandparent
  • Your aunts, uncles, and cousins

Click here to learn more about prohibited transactions and sample illustrations.

SOLO 401(K)

MENU