We are so excited to announce our Year-End Solo 401(k) Special!
We do this every year for our clients so that they have a chance of investing at an affordable price!
We know that this can make a HUGE difference when it comes to your future and that’s why it’s so important for us to give you this deal.
Hope to hear from you!
Mark & Mat
Act Fast the Special Ends Soon!
4th Annual Solo 401(k) Year End Special
November 1st-December 15th
Year-End Tax Savings
Take advantage of special year-end tax saving strategies, that aren’t otherwise available during the year.
Start Retirement at Your Speed
Start your retirement savings now at a speed that you can control and feel comfortable.
Bank Account Signing/Control
Now with a Solo 401k, you have signing and control access to your bank account.
Contribute $55k in Solo 401k
You will be able to contribute up to $55,000 into your Solo 401(k) for 2018
Leave a legacy for generations to come with the freedom of self-directed investments.
Attorney Consult Support
No need to worry. We offer up to one Attorney Consultation with any Solo 401(k) Package.
What is a solo 401(k)?
Pretty much exactly what it sounds like: an individual 401(k) designed for a business owner with no employees. In fact, IRS rules say you can’t contribute to a solo 401(k) if you have employees, though you can use the plan to cover both you and your spouse. Just want the need-to-know basics about this retirement account? Here’s the breakdown:
|Eligibility rules||No age or income restrictions, but must be a business owner with no employees.|
|Contribution limit||Total of up to $55,000 in 2018, with an additional $6,000 catch-up contribution if 50 or older.|
|Taxes on contributions||Traditional 401(k): Contributions are made pre-tax, reducing taxable income for the year.
Roth 401(k): Contributions are made with after-tax dollars.
|Taxes on qualified distributions in retirement||Traditional 401(k): Qualified distributions are taxed as income.
Roth 401(k): Qualified distributions are tax-free.
|How to open||As long as you have an employer identification number, you can open a solo 401(k) at many online brokers — any of the ones on our list of best brokers for IRAs would also be a good fit for a 401(k).|
» Ready to open a solo 401(k)? Fill out the form below: