Transfer a defined contribution annuity to a solo 401k

QUESTION: Dear Sir or Ms. Thank you for your informative article. (Educational blog)  My question to you is can I roll a defined contribution annuity into the self-directed solo 401k? Now is the window for me because I haven’t contributed to it for 3 yrs. and this allows me to do a rollover. My goal is to invest it into a foreclosed home. Thanks for your help!

ANSWER: Resulting from EGTRRA regulation effective 2001, yes defined contribution annuities may be transferred to a solo 401k. Once in the self-directed solo 401k, the funds can then be invested in alternative investments including foreclosed homes.  Click here to review procedure for investing in real estate with solo 401k funds.

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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