Schedule Your Free
Solo 401(k)
Consultation
Whether you're new to a Solo 401(k) or an experienced investor, I'm ready to answer your questions and find the best solution to help you reach your goals!
Meet Jason — Your Dedicated Solo 401(k) Expert!
Jason Prezant joined the Broad Financial team in 2023. He started his college career at Monmouth University, where he played Division I tennis, but transferred to The College of New Jersey to focus on academics. Despite earning his bachelor’s in business, he still pursued tennis, earning the high honor of being the hitting partner at the US Open for a player ranked in the top 50 in the world. Jason is an endearing and personable individual who prides himself on being a team player and providing unmatched Self-Directed Solo 401(k) support!
Schedule Your Free
Solo 401(k)
Consultation
Meet Jason — Your Dedicated Solo 401(k) Expert!
Jason Prezant joined the Broad Financial team in 2023. He started his college career at Monmouth University, where he played Division I tennis, but transferred to The College of New Jersey to focus on academics. Despite earning his bachelor’s in business, he still pursued tennis, earning the high honor of being the hitting partner at the US Open for a player ranked in the top 50 in the world. Jason is an endearing and personable individual who prides himself on being a team player and providing unmatched Self-Directed Solo 401(k) support!
Whether you're new to a Solo 401(k) or an experienced investor, I'm ready to answer your questions and find the best solution to help you reach your goals!
Disclaimer: All of the information contained in our website is a general discussion for informational purposes only. Broad Financial does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic or oral statement or communication by Broad Financial or its representatives, is intended to be, or may be relied as, legal, tax, investment advice, statements, opinions or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.
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Plan Set Up
The first step to open a Solo 401(k) account with checkbook control as a self-employed individual is to contact Broad Financial. We'll create a customized, IRS-approved Solo 401(k) plan just for you.
Trust Set Up
The plan that we create contains a trust, which appoints you as the sole trustee of your Solo 401(k) plan, empowering you to make all investment decisions.
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Checking Account
You will open a checking account in the name of the trust at any bank of your choice. This checking account will serve as the self-directed investing platform for placing all investments or loans for your Solo 401(k) plan.
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Rollover/Funding
You will fund your Solo 401(k) by transferring funds from one or more of your existing retirement accounts or plans into your Solo 401(k)'s new checking account or by making an initial contribution.
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Investing
You can begin investing your retirement funds directly into all investment classes, traditional and non-traditional, by simply writing a check or sending a wire.
How it Works
Opening a Self-Directed Solo 401(k)
We'll walk you through every step and answer all your questions so you can start investing with ease.
Real Estate
Precious Metals
Promissory Notes
Residential Properties
Gold
Secured Notes
Commercial Properties
Silver
Unsecured Notes
Vacation Rentals
Platinum
Performing Notes
Offshore Properties
Palladium
Non-Performing Notes
Long-Term Rentals
Farmland & Land Purchases
Digital Assets
Alternatives
Real Estate Investment Trusts (REITs)
Bitcoin
Venture Capital
Tax Liens and Deeds
Ethereum
Hedge Fund Investments
Real Estate Notes
Litecoin
Private Placements
XRP
Private Lending
Commodities
Quant
Offshore Investments
Agricultural Products & Energy
Any Crypto Asset
Crowdfunding
Real Estate
Residential Properties
Commercial Properties
Vacation Rentals
Offshore Properties
Long-Term Rentals
Farmland & Land Purchases
Real Estate Investment Trusts (REITs)
Tax Liens & Deeds
Real Estate Notes
Commodities
Agricultural Products & Energy
Precious Metals
Gold
Silver
Platinum
Palladium
Digital Assets
Bitcoin
Ethereum
Litecoin
XRP
Quant
Any Crypto Asset
Promissory Notes
Secured Notes
Unsecured Notes
Performing Notes
Non-Performing Notes
Alternatives
Venture Capital
Hedge Fund Investments
Private Placements
Private Lending
Crowdfunding
Offshore Investments
Retirement Wealth
Build Your Wealth, Your Way!
With a Self-Directed Solo 401(k), you can invest in almost anything!
Our Fees
Save on a Self-Directed Solo 401(k) Plan
Don’t find yourself overpaying for a plan that offers less than the best. At Broad Financial, we combine the perfect balance of low fees and next-level customer support.
Premium Support & Savings Included
Self-Directed Solo 401(k) Plan
$149 / Per Year
$995 one time setup fee
Account Set Up & Rollover Experts
Ongoing Plan Maintenance & Support
Unlimited Free Transactions
Checkbook Control
Optional Mega Backdoor Roth
IRS Approved Documentation
Access to Alternative Investments
Highest Contribution Limits
Expedited Solo 401(k) Set Up
Roth Solo 401(k) Plans Available
Real Estate
Cryptocurrency
Crowdfunding
Startups
Private Lending
Precious Metals
Private Equity
Almost Anything
Self-Directed Solo 401(k) Plan
Schedule a Consult in Under 1 Minute!
2025 Contribution Limits
Contribute Nearly 10x More with a
Self-Directed Solo 401(k)
Transform your retirement investing with higher contribution limits and greater asset flexibility
Traditional IRA Plan
Under 50 Contribution Limit
Over 50 Contribution Limit
$7,000 / Per Year
$8,000 / Per Year
Self-Directed Solo 401(k) Plan
Under 50 Contribution Limit
Over 50 Contribution Limit
$70,000 / Per Year
$77,500 / Per Year
#1 Option for Self-Employed
Client Reviews
Why Broad Financial?
Reliable Support
I am impressed with the flexibility and control my Solo 401(k) plan has provided. Broad Financial provides excellent and reliable customer service, with staff readily available to answer all my questions. Interacting with them is always a positive and informative experience.
Dennis C.
Solo 401(k) Owner
Easy to Set Up
Broad Financial made it easy to set up and rollover of my previous employer’s 401(k) into a Self-Directed 401(k). Their support team responded to my questions in a timely manner at every step of the process.
Justin W.
Solo 401(k) Owner
Low Fees
Broad Financial’s fees are the best in the industry and your ability to have Checkbook Control is paramount in agile investing practices. I could not be happier with their service and would recommend them to anyone.
Jason P.
Solo 401(k) Owner