Help your clients take checkbook control of their retirement with a Solo 401k

View our Whitepaper : Are you Missing the Solo 401k Market? 7 Tips for Reaching the Boomer in Transition.

professional and consumer creating a Solo 401k

Professionals

  • Transfers from other qualified plans are allowed
  • Significant tax deductions
  • Loans are allowed from a 401k
  • Catchup provisions are greater than other plans
  • Contributions are flexible
  • Simple - Form 5500 only for plans in excess of $250,000
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