When Should You Consider an Self-Directed Individual(k) or Self Employed 401k Plan?
- You are a sole proprietor with no employees other than your spouse or partner(s) whose only employees are self-employed partners and their spouses. The administrator of the plan is simply the business owner, their spouse or a partner. However, a designated third party works as well.
- You are looking for the largest potential contribution for a business without employees.
- You want the capability of borrowing from your plan.
- You want to purchase leveraged real estate in your plan and wish to avoid UBIT (Unrelated Business Income Tax)
To Learn More About Our Solo(k) Plan, please click on the links below:
- Solo(k) Brochure: Not every Solo(k) is created equally. Freedom Growth’s Solo(k) plan puts you in control of your retirement plan without needed a custodian or the fees they charge. The 3rd page is our pricing list and it details what you receive in the plan.
- Solo(k) Process: How long does it take to set up a Solo(k)? This flyer lays out each step in our process, the deliverables and the expected timeline.
- Solo(k) Application: Ready to get started? Please download and return this completed application to us. We accept all major credit cards or checks for payment.
An Individual(k) Plan, sometimes called a Solo(k), is THE best way to save for your retirement if you qualify. Click Here to learn why.