Solo 401k FAQ – What fees do the brokerages charge to open accounts for my self-directed Solo 401k?
Can I transfer stock from my Solo 401k (E-Trade/Fidelity/Schwab/TD) to my self-directed Solo 401k?
How can I upgrade my TD Ameritrade Solo 401k to keep my Roth Solo 401k Option?
Harvard Law Attorney George Blower reviews the options for TD Ameritrade Individual 401k account holders in response to TD Ameritrade’s decision to no longer support solo 401k participant loans for its individual 401k plans.
While over the years many advisors have converted their clients existing self-employed individual 401k/solo 401k from TD Ameritrade to a self-directed solo 401k with our firm, so far this year we have seen a large spike in the number of advisers inquiring and/or using My Solo 401k Financial to restate their clients existing individual 401k/solo […]
A solo 401(k) plan may have both a bank account and a brokerage account. This is possible because it is the same solo 401(k) plan. If you already have a bank account for the solo 401(k) plan, after you open the new solo 401(k) brokerage account, you can move the applicable funds electronically or by […]
Sometimes you are forced to switch Solo 401k Providers for the following reasons: To gain Solo 401k checkbook control To invest in alternative investments (e.g., real estate, precious metals, Notes, tax liens, etc.) To reduce solo 401k plan document administration fees To gain access to Solo 401k Loan (borrow from Solo 401k) To gain access […]
