Existing clients of PAI Retirement Services that want to convert their existing solo 401k plan to a self-directed solo 401k that will allow for checkbook control for investing in alternative investments such as bitcoin, real estate, metals, tax liens, and private equity can do so by restating their PAI solo 401k plan to a self-directed solo 401k from My Solo 401k Financial.
When an existing solo 401k plan from a provider such as PAI Retirement Services is restated to a self-directed solo 401k plan from My Solo 401k Financial, the following PAI forms apply, which we will fill-out as part of the self-directed solo 401k setup process:
- PAI Transfer Form (2 pages)
The above form gets submitted to PAI by fax once you setup the self-directed solo 401k with us which starts by you completing our on-line self-directed solo 401k application.
We will then assist you in opening a bank account or brokerage account for your self-directed solo 401k. To learn more about the differences and similarities between the bank account and the brokerage account, VISIT HERE.
