Solo 401(k) Archives

How to Buy Crypto with a Self-Directed Solo 401(k)

Buying crypto through our Self-Directed Solo 401(k) can help diversify your portfolio while also providing tax advantages on any potential crypto gains. See how it works and schedule a discovery call today.

August 20, 2024

Cryptocurrency Solo 401(k)

7 Popular Self-Directed Solo 401(k) Investments

Investments available for Solo 401(k) owners include real estate, private placements, and more. Contact Broad Financial to learn about the options for self-employed individuals and small business owners.

August 6, 2024

Solo 401(k)

Exploring the Benefits of a Self-Directed Solo 401(k) for Self-Employed Individuals

This blog article explains how Broad Financial's Self-Directed Solo 401(k) with checkbook control can allow you to invest in alternative assets for your retirement. Read more and get started today.

February 12, 2024

Solo 401(k)

Comparing Retirement Accounts for Business Owners: Self-Directed IRA vs. Solo 401(k) vs. SEP IRA

Explore retirement planning for business owners with a comparison of a Self-Directed IRA, Solo 401(k) and SEP IRA. Understand their differences and gain insights from Broad Financial.

December 12, 2023

Solo 401(k)

The Ultimate Self Employed 401(k)

A self-employed 401(k) is an investment option that helps the self-employed individual save for retirement. This type of plan may also be called an individual 401(k), solo 401(k), solo k, or uni-k. Self-employed 401(k) plans are available as both Traditional and Roth IRAs. Is a Self-Employed 401(k) Right for Me? A self-employed 401(k) is a […]

June 6, 2022

Solo 401(k)

Taking a Loan from Your Self-Directed Solo 401(k)

Here’s what you need to know about taking a loan from your Solo 401(k): How much am I allowed to borrow? You may borrow up to 50% of the total amount in the Solo 401(k), with a maximum cap of $50,000. Are there any restrictions on the borrowed funds? There are no restrictions on the […]

March 30, 2022

Solo 401(k)

Solo 401(k) – Basics

The Process Here’s what happens when you set up a self-directed Solo 401(k): Broad Financial creates a customized IRS-approved Solo 401(k) Plan for you. The Plan contains a Trust, which appoints you as the sole Trustee of your Solo 401(k) Plan. As Trustee, you open a checking account in the name of the Trust at the […]

March 30, 2022

Solo 401(k)

Using a 401k to Plan for Your Future

Saving money for retirement can often be intimidating, and many Americans fall short of their retirement goals. Often, this is because the process can be a bit intimidating. There are many ways people can save up money for their retirement, from stocks and bonds investments, to CDs and mutual funds. A 401k is an excellent […]

March 30, 2022

Solo 401(k)

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