SELF EMPLOYED 401K or
Self-directed Individual(k) Plan

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Take Advantage of Accelerated Contribution Limits with Enhanced Flexibility

The Individual(k) Plan or self employed 401k is a defined contribution plan for businesses that employ only the owners, their spouses, and partners. In some plans including 401(k)s, business owners can make both employer and employee contributions. The Individual(k) is offered both with and without a Roth option, which permits both pre-tax and after-tax contributions to the account.

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)

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.

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SELF EMPLOYED 401K or Self-directed Individual(k) Plan

Take Advantage of Accelerated Contribution Limits with Enhanced Flexibility

SELF EMPLOYED 401K or
Self-directed Individual(k) Plan