My Solo 401k Financial
The Authority for Self-Directed 401K.
Overview
My Solo 401k Financial specializes in setting up self-directed Solo 401(k) plans that give the account holder trustee-level control over their retirement funds. This allows for direct investment in alternative assets like real estate, precious metals, private equity, and more. They provide comprehensive plan documents and ongoing compliance support.
✨ Key Features
- Self-directed Solo 401(k) with checkbook control
- Ability to invest in a wide range of alternative assets
- Mega Backdoor Roth Solo 401(k) option
- 401(k) participant loan feature
- Comprehensive compliance support
🎯 Key Differentiators
- In-depth compliance support and educational resources
- Focus on advanced strategies like the Mega Backdoor Roth
- Established reputation in the self-directed retirement space
Unique Value: Offers a comprehensive, self-directed Solo 401(k) with extensive support for alternative investments and advanced retirement planning strategies.
🎯 Use Cases (4)
✅ Best For
- Experienced investors seeking maximum control and investment flexibility
- Self-employed individuals wanting to use their retirement funds for alternative investments
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Novice investors who prefer a guided or managed investment approach
- Individuals looking for a low-cost, simple retirement plan for traditional investments
🏆 Alternatives
Provides a higher level of compliance support and expertise in complex strategies compared to some other self-directed platforms.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (NA tier)
💰 Pricing
Free tier: NA
📊 Market Info
Customers: NA
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