Invest in what you want with a Solo 401k

There are two elements needed to qualify for a Solo 401k:

1) The presence of self-employment business activity and

2) the absence of full-time employees. Please see our page on Solo 401k

Click here to instantly see if you qualify.

The application will only take you a few minutes. After you submit your application to us, we’ll have your documents prepared and delivered to your private encrypted 401k document dashboard in just a couple hours! You have access to your private 401k dashboard 24/7 so you can begin a rollover at 2 am without waiting for someone to have to send you any paperwork. However, the Nabers Group team is always a phone call, email or online chat away to answer any of your questions and make sure you’re well supported.

Click here to start your Solo 401k application.

You can rollover almost any type of retirement plan into the Solo 401k, including a traditional IRA, another 401k plan, 403b, pension plan, TSP, etc. The only retirement plan that cannot roll into a Solo 401k is a Roth IRA as per IRS rules.

You’ll receive a check in the mail for your rollover funds with the check made payable to your new Solo 410k trust. Nabers Group never touches your money so it’s safe in your hands as your own 401k trustee. Nabers Group is not a custodian so we don’t manage your investments. You are your own custodian, giving you full freedom and flexibility to invest your funds any way you choose.

You can rollover a portion or all of your funds into the Solo 401k plan. It’s your choice.

You can rollover cash and/or in-kind assets. Our rollover paperwork will give you a section to note if and how you’d like to rollover in-kind assets such as stocks, bonds, or even real estate.

As of 2022, you can contribute up to $61,000 (or $69,500 if you are age 50 or older). If your spouse participates in the Solo 401k plan with you, double that contribution amount!

Yes, you can!

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.

You must meet 2 requirements to open a Solo 401k:

1) 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.

2) 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.

No. With a Solo 401k, you can be your own custodian.

Yes! And it’s better than a self directed IRA because your Solo 401k is exempt from taxes on leveraged real estate profits.