Tastyworks Solo 401k Trust

With a self-directed solo 401k from My Solo 401k Financial,  Tastyworks can open a holding account.
When you get started with Tastyworks online application, make sure you select Trust and Cash account.
  • When prompted for Grantor information, please enter your personal information since you are the participant and trustee of the solo 401k plan.
Our records show that in addition to the solo 401k establishment documents,  Tastyworks may request a Certification of Trust. If they do, we will also provide it and it will need to be notarized.

Considerations when investing options subject to margin “naked options” “non-defined risk options”:

1. The ability to invest in options generally is already addressed in Section 3.01 of the Trust Agreement for the solo 401k plan.
2. Another factor to consider with respect to “naked margins” specifically is that the account has the potential to go negative.  In that case, you may have no ability to deposit additional funds into the Solo 401k – for example, if you have already maxed out your contributions & don’t have any funds in other retirement accounts to roll over to the Solo 401k.
3. Another factor to consider is whether investing in margin will subject your investment to Unrelated Business Income Tax: https://www.mysolo401k.net/yes-ubit-applies-to-margin-trading-court-case/

About Mark Nolan

Each day I speak with energetic entrepreneurs looking to take the plunge into a new venture and small business owners eager to take control of their retirement savings. I am passionate about helping others find their financial independence. Having worked for over 20 years with some of the top retirement account custodian and insurance companies I have a deep and extensive knowledge of the complexities of self-directed 401ks and IRAs as well as retirement plan regulations. Learn more about Mark Nolan and My Solo 401k Financial >>


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