Setting up a Solo 401(k) allows you to invest in real estate, a business, or take part in a private placement. It also gives you the freedom to invest your retirement funds in assets that make sense and are important to you.
The best Solo 401(k) plans help you grow more by allowing for maximum retirement contributions. Broad Financial's checkbook control supercharges your account by getting rid of everyday transaction fees.
Investing couldn't be simpler. After your Self-Directed Solo 401(k) account is set up, you can invest in assets just by writing a check or by sending a wire. That's it! No paperwork or lengthy permissions are necessary.
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).
One Paragon Drive
Montvale, NJ 07645
Phone: (800) 395-5200
Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST