Скачать или смотреть Solo 401k Checkbook Control

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Learn more about the Checkbook Control that the Solo 401k plan offers. Watch this Solo 401k Quick Tip video to find out what benefits the Solo 401k Checkbook control can offer to plan holders.

To learn more please visit our website or contact (949) 228-9394.


Unlike an IRA account, there is no custodian required for a Solo 401k. Plan participants can choose to act as the trustee of the plan and assume full control over their retirement funds. Solo 401k with Checkbook Control allows you to complete transactions as easily as writing a check. Checkbook control offers a few benefits: You don’t have to get approval from your custodian for any investments. This means there is no custodian fee. There will be no delay either, so you will be able to act fast and capture investment opportunities quickly.