Available for self-employed individuals seeking higher contribution limits and greater investment flexibility
Broad Financial's Checkbook Solo 401(k) provides self-employed individuals with the opportunity to grow a robust investment account. Self-employed Solo 401(k) 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 all transactions.
A Checkbook Solo 401(k) starts with a specialized trust account. Broad Financial will establish 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 many different types of alternative assets. 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).
Do you have questions about the Solo 401(k) investing process? Speak with a Broad specialist and get answers.
Schedule a CallAddress:
One Paragon Drive
Suite 270
Montvale, NJ 07645
Phone: (800) 395-5200
Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST