A popular investment made through a self-directed solo 401k is a promissory note investment for a variety of reasons including indirectly investing in real estate without having to take on the additional headaches that come along with investing in real estate. However, just specific rules apply when investing a solo 401k directly in real estate, rules also apply to promissory note investments made under a solo 401k plan. Following are the do’s and the don’ts for investing a solo 401k in promissory notes.
Video Slides: The Do’s and Don’ts of Promissory Note Solo 401k Investment
