The Do’s & Don’ts of Solo 401k Promissory Note Investment

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

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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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