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4th Annual 401(k) Year End Special

Your Money Under Your Control

November 1st-December 15th

To get started, please fill out this form and our Paralegal will get in contact with you shortly!

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!

If you have any questions, please, reach out to our office at
(435)586-9366 or by Clicking Here.

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!

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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.

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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

Self-Directed Freedom

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:

To get started, please fill out this form and our Paralegal will get in contact with you shortly!

[email protected] 2018 Navigator Business & Retirement Services