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re: Recommendations for a Solo 401k provider?

Posted on 12/28/13 at 9:13 pm to
Posted by rintintin
Life is Life
Member since Nov 2008
16196 posts
Posted on 12/28/13 at 9:13 pm to
quote:

In my opinion it is worth having a CPA draw up a plan document for you and have a TPA and do a self directed plan.



I looked into that, but after weighing all of my options and speaking with a few companies, with my current income I don't think it would be worth the initial fees and such. I definitely plan on rolling it over in a self directed plan in the future when my income increases though.
Posted by Janky
Team Primo
Member since Jun 2011
35957 posts
Posted on 12/28/13 at 10:33 pm to
quote:

I looked into that, but after weighing all of my options and speaking with a few companies, with my current income I don't think it would be worth the initial fees and such. I definitely plan on rolling it over in a self directed plan in the future when my income increases though.


In that case why not just do a SEP IRA?
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