Checkbook Solo 401(k)

You can invest in real estate, another business, or even take part in a private placement. A Solo 401(k) gives you the freedom to invest your retirement funds in assets that make sense to you.

A Solo 401(k) helps you grow more by allowing for maximum retirement contributions. Then Broad’s checkbook control supercharges your account by getting rid of transaction fees.

Investing couldn’t be simpler. After your account is set up, you can invest in any asset just by writing a check or by sending a wire. That’s it! No paperwork or lengthy permissions are necessary.

Broad’s Solo 401(k) provides self-employed individuals with a robust investment account. Account holders can not only invest in almost any asset, but they can do so on their own terms. By using a dedicated checkbook, investors control both the timing and the cost of any transaction.

A Solo 401(k) starts with a specialized Trust account. Broad will extablish this Trust for your retirement account, and then you can use it to open a checking account at the bank of your choice. That’s it! Now you can use your Solo 401(k) checkbook to invest in any asset. Identify what you would like to purchase, write a check or send a wire, and the asset automatically becomes part of your Solo 401(k).