Did you move money out of your Solo 401k plan last year? If so, you might need to file form 1099-R with the IRS. The following activities
More Investment Options
Invest in real estate, bitcoin and other cryptocurrencies, precious metals, private equity, mortgage notes and more, in addition to stocks, bonds, funds, and ETFs
Highest Contribution Limits
Contribute up to $61,000. This can be fully tax deductible or mixed with tax free "Roth" funds
IRS Approved Plans
As the world's first non-custodial document provider, our plans have been IRS approved since 2006. We are the longest standing document provider in the industry
Private Client Portal
Our proprietary software enables you to have your 401k documents in just a couple of hours. Log into your private dashboard to access your 401k documents 24/7/365
Instant Cash for Personal use
Unlike a conventional loan, your Solo 401k will provide you a loan of up to $50,000 with automatic approval, and you can use the money for any purpose. Same day funding.
In 12+ years of helping thousands of self-directed investors, Nabers Group has earned the respect and reputation of being the cornerstone of the self-directed investing industry
Just call 877-SOLO-401k
Or use the button below to schedule a call:
Questions and Answers
Can the Solo 401k be ROTH?
Yes! ROTH is a special tax treatment that allows you to not only grow your money tax free, but make retirement distributions tax free as well.
You can have traditional and Roth funds all in one Solo 401k, and your spouse can too. This means it's like 4 retirement accounts in one.
Can the Solo 401k buy real estate?
Yes! And it's better than a self directed IRA because your Solo 401k is exempt from taxes on leveraged real estate profits.
Can I move funds into a new Solo 401k from an IRA or other 401(k)/457/403(b) retirement account?
Yes! Ever since the Pension Protection Act was passed in 2006, you have the ability to do a tax free transfer, or "rollover," of retirement funds from one retirement account to another.
Do I have to own a business?
- Entrepreneurship - This can be working as a freelancer, independent contractor, or business owner. This can be in the form of a sole proprietor or a formal corporation or LLC. Your entrepreneurship can be brand new, part time, or full time.
- No full time employees - If you pay yourself a W2 paycheck that's fine, but no outside W2 employees who work 1000+ hours a year.
Can my spouse participate in my Solo 401k too?
Yes, it is possible for your spouse to participate in your Solo 401k, without having to create another Solo 401k plan. He/she will be able to rollover and contribute funds alongside you.
Do I need a custodian?
No. With a Solo 401k, you can be your own custodian.
Do I need an LLC to get “checkbook control”?
Finally, The Easiest Setup Process At The Lowest Price
How is this possible? We've been in business longer than all other providers. That means we recovered our startup costs before they even started. That gives us the freedom to give you a better price on the most robust Solo 401k in the world.
We've had the first and easiest to use Solo 401k since 2006.
Words can’t describe my appreciation for the trail blazing work done by the Nabers Group team and dedication to your program.
BrandonReal Estate Investor
I wanted to send a Big, HUGE THANK YOU! I set up my account in 2009... Working with you is like having an extended family. I can now call the Nabers Group team great friends.
Recent Blog Posts
Click here to read Part I: Sole Proprietorships and Part II: Limited Liability Company of our Business Basics series. In our third installment,
Click here to read Part I: Sole Proprietorships of our Business Basics series. In our second installment, we'll discuss the mechanics of Limited