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Solo 401k

Explore Solo 401k Investment Options with Taxanista

Solo 401k from Nabers Group provides more investment options, the highest contribution limits, and the lowest fees of any fully self directed retirement plan

Access on-demand webinars and courses to make the most of your Solo 401k. We've got you covered, from trainings on real estate to bitcoin to life insurance to CPA and banker interviews

Solo 401k helps you to compliantly structure your retirement account so you not only can purchase crypto, but hold your own keys, or have your assets professionally stored and insured. You choose which coins you want to buy

The Solo 401k Network is free, and open to any self-directed investor. Once you join, you can download the app to your mobile phone and custom tailor your notifications to your preference

HOW TAXANISTA HELPS SOLO 401k CLIENTS

BOOKKEEPING
BOOKKEEPING

Just starting out and needing some help, this will increase your free time to bring in more business.

CASHFLOW
CASHFLOW

Just starting out and needing some help, this will increase your free time to bring in more business.

ACCOUNTING
ACCOUNTING

Just starting out and needing some help, this will increase your free time to bring in more business.

TAX PREP & PLANNING
TAX PREP & PLANNING

Just starting out and needing some help, this will increase your free time to bring in more business.

Join Our Webinars

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Pricing

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Basic

$ 25

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Popular

Commercial

$ 50

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Premium

$ 100

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Testimonials

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FAQs

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.

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

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:

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.

Test Your Eligibility

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.

This also means you and your spouse can combine your retirement funds for investments, which is illegal in IRAs.

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

No. Because you don't need a custodian, you also don't need to create a "checkbook control" LLC. Your "checkbook control" feature is built in to your Solo 401k.

This saves you fees, delays, and the potential of getting into compliance trouble as most self directed IRA fraud happens in custodian accounts.

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