My Solo 401k Financial

Self-directed Solo 401(k) and Mega Roth 401(k) provider. Established 2009 during financial crisis. Led by expert Attorney (Harvard Law) and seasoned Compliance Officer with 30+ years combined experience. Helps clients take control of retirement funds.

Products & Services

Self-Directed Solo 401k

retirement-plan

Self-directed Solo 401k plan allowing investment in alternative assets like real estate, precious metals, tax liens, and equities. Includes loan feature and mega backdoor Roth.

$650 / setup

Solo 401k loan
Roth contributions
Mega Backdoor Roth
Alternative investments
Checkbook control
Form 5500-EZ reporting

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401k Business Financing (ROBS)

business-financing

Fund your business startup penalty-free using retirement funds through Rollover for Business Startups.

Tax and penalty-free business funding
SBA loan compatibility
Equipment financing
Commercial real estate loans

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IRA LLC

retirement-plan

Self-directed IRA LLC for investing in alternative assets like real estate, precious metals, and private equity via checkbook control.

$800 / setup

Checkbook control
Alternative investments
IRA rollover support

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My Solo 401k Financial

Products & Services

Self-Directed Solo 401k

401k Business Financing (ROBS)

IRA LLC

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