My Solo 401k Financial
(30 Reviews)
A Solo 401k allows owner-only businesses to process solo 401k loans, to maximize retirement savings at a low cost and the flexibility to invest in traditional and alternative investments tax free or by deferring taxes.
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Highlights
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Transparent Fees & Pricing
Rates, surcharges and fees are advertised on Mysolo401k.net
In Business Since 2011
Offers Financing Options
Sentiment Analysis
They are the most knowledgeable team in the solo-K business — with excellent service.
I initially was a bit skeptical because they were so much more economical than other providers but I’m glad I went with mysolo401k.
Their articles and videos help a lot, but the fact they'll email you back right away and answer questions (sometimes ones I've asked before and forgotten the answers to) has been a stress reliever and a real help.
In my experience, their staff have always been generous with their time in making sure I get all my questions answered and that the next step is always clear with text instructions.
Also the webinar referenced videos or web pages by My Solo 40K related to the questions which really helped since they have so many videos and web pages to help answer so many potential questions.
There is a tremendous amount of resources on their website as well as training webinars that help answer all your Solo 401k questions too.
Greg, Mark and the whole team are very knowledgeable and have guided me for the past 3+ years.
My Solo401k has provided everything I need to have a successful plan from IRS approved plan documents, excellent help with compliance requirements, and great education.
George and team were extremely helpful in answering all my questions and providing me step-by-step instructions.
On top of that, they come out with periodic livestreams with helpful advice, and their site is filled with helpful tutorials.
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