The best retirement plan for the self-employed
Get in touch with one of our Solo 401(k) Experts today!
By self-directing your Solo 401(k) with IRA Financial, you can invest in almost anything you want including real estate, precious metals, cryptos, private businesses and so much more.
By utilizing the loan feature, you may borrow up to $50,000 or 50% of your account balance (whichever is less) to use tax- and penalty-free for any purpose.
The Solo 401(k) plan offers an individual the ability to save up to $66,000 or $73,500 if you are at least age 50 in 2023, more than other retirement plan out there.
There is little administrative work to do with the plan - Form 5500-EZ, an information report, is only required once your plan assets total more than $250,000.
Once completed, it will go into a queue to be reviewed (generally, 3-5 days).
Your application is reviewd to ensure everything is filled out correctly
Once you application is approved, an account number is assigned and emailed to you (an additional 3-5 days).
You can now fund your Solo 401(k) via transfer, rollover, or direct contribution.
Once your 401(k) is funded, you can begin making investments!
Our tax and ERISA experts have helped over 23,000 clients in all 50 states.
No transaction or asset value fees. No minimum balance requirement. No termination fee.
IRA Financial holds over $3.2 Billion in alternative assets.
IRA Financial’s founder, Adam Bergman, is the author of eight books on self-directed retirement.
Get direct access to a self-directed retirement expert to establish your Solo 401(k) plan.
Use our app to setup and maintain your account.
Take Control Now & Start Saving for Your Future!
Our Solo 401(k) experts are standing by to answer ANY questions you have!
The 2022 Tax Season is Behind us - Get Ready for Next Year and take $200 Off Account Setup Fees. Use Code SAVE2023