Tag Archives: notes

Can I use both Pre-Tax and Roth Solo 401k funds to make a Self-Directed Solo 401k investment?

Can I use both Pre-Tax and Roth Solo 401k funds to make a Self-Directed Solo 401k investment?

General Information: Investing a Solo 401k in Real Estate

Information Regarding Investing a Solo 401k Plan in Real Estate: Non–recourse financing: Find lenders that specialize in non–recourse loans to solo 401k plans: CLICK HERE Real Estate Investment Procedure: Click Here Real Estate FAQs: Click Here Invest in Real Estate: Click Here Prohibited Transactions Self-Directed 401k Click Here Single Member LLC for Solo 401k Investing: While not required for investing in alternative investments, a solo 401k plan may invest […]

ASCENSUS Individual k Review – How to Change to a Self-directed Solo 401k

ASCENSUS Individual k Review Update 8/12/2024: Was your Vanguard Individual 401k transitioned to Ascensus? Please see our comprehensive step-by-step transfer guide HERE. Please check out our webinar as we discuss the top reasons why clients transfer or switch their solo 401k at ASCENSUS to a self-directed Solo 401k with us including Upgrade Your ASCENSUS Solo 401k ASCENSUS […]

Top Self-Directed 401k Investments & Rules

A self-directed 401k also known as a solo 401k is a popular retirement  plan for the self-employed with no full-time W-2 employees. What makes the self-directed 401k so popular over other self-employed plans (e.g., DBP, SEP IRA and SIMPLE IRA) is the ability to easily self-direct it into both traditional investments (e.g., stocks and mutual […]

  •  

  • About MySolo401k

    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.
    Learn more

    Connect with us

  • We’re here to help.

    Call: 800-489-7571

    Monday-Friday

    8:00 am - 4:00 pm PT

    Why us?
MENU