As a beneficiary of a Solo 401(k) Plan, what are my options for inherited plans?

If you are a beneficiary (rather than the owner) of a qualified plan and receive a distribution as a result of the owner's death, in general you have the following options:

Please contact one of our 401(k) Experts at 800-472-0646 for more information.

Contact Us Today

Going Solo 401k The Checkbook IRA Turning Retirement Funds Into Start-Up Dreams In God We Trust - In Roth We Prosper

Solo 401k In A Nutshell Self-Directed IRA In A Nutshell How To Use Retirement Funds To Purchase Cryptocurrencies In A Nutshell