Скачать с ютуб Exploring the Benefits of a Self-Directed Solo 401(k) for Self-Employed Individuals в хорошем качестве

Exploring the Benefits of a Self-Directed Solo 401(k) for Self-Employed Individuals

Discover the benefits of a Self-Directed Solo 401(k) for Self-Employed Individuals! Learn how Broad Financial's Self-Directed Solo 401(k) with Checkbook Control allows you to invest in alternative assets. To dive deeper, read our blog: https://broadfinancial.com/exploring-... Keep up with all things Broad Financial: LinkedIn:   / broa.  . Facebook:   / broadfinancial   Twitter:   / broad_financial   Vimeo: https://vimeo.com/user168479438 YouTube Channel: / @broadfinancialllc Disclaimer: Broad Financial LLC does not provide legal, tax, or investment advice. Please consult with your tax or legal advisor before making investment decisions. SCRIPT In this video, you'll learn how Broad Financial's Self-Directed Solo 401(k) with checkbook control allows you to invest in alternative assets for your retirement. Are you self-employed and considering opening a retirement account? There is a retirement account designed specifically for self-employed individuals with no employees. It’s called a Solo 401(k). If you see value in diversification and want to invest in alternative assets like real estate and private businesses, a Self-Directed Solo 401(k) can unlock many opportunities. Broad Financial's checkbook control provides you, the Self-Directed Solo 401(k) plan owner, direct access to your retirement funds. With checkbook control, you can write a check or send a wire directly from a dedicated Self-Directed Solo 401(k) checking account to fund an investment. With a Solo 401(k), in 2024 you can contribute up to $69,000 per year if you're under 50 and up to $75,500 if you're 50 or older. That’s much more than IRAs allow. At Broad Financial, we make it easy to open and fund your plan in just a few steps. We'll guide you through the plan setup process, including establishing a trust that designates you as your Self-Directed Solo 401(k)’s trustee so you have checkbook control. Then, you'll open a checking account in the name of your Solo 401(k)’s trust. Once your LLC or trust is established, you can fund your Self-Directed Solo 401(k)’s checking account with a rollover from another retirement account, such as an IRA or 401(k), or through a direct contribution. And that's it! You're ready to invest when your account is funded. Ready to get started? Call us today!