The Advantage Solo 401k Plan

If you are a small business owner or self-employed individual without any employees other than a spouse you should consider a Solo 401(k) plan. Most investors are familiar with IRAs whether speaking of traditional or ROTH, yet few are aware of another great option; the Solo 401(k).
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The Advantage Solo 401k Plan

The Economic Growth and Tax Relief Reconciliation Act of 2001 made forming and administering a Solo 401(k) easy and cost effective. You can be the Trustee of the plan. Making investments is as simple as investing with a Checkbook IRA, without the need of a custodian and with a variety of advantages..

Consider the following advantages of a Solo(k) over any IRA:

  • Can make ROTH contributions
  • Increased annual contributions
  • No UBIT on leveraged Real Estate
  • No Custodian Required
  • Can invest in Life Insurance and “S” Corporation stock
  • Borrow 50% of the 401(k)’s value up to $50,000

How Do I Get Started?

Simply call us today and we will get you started. There is only three steps between your current retirement plan and the investments of your choosing!

  1. Your new Solo 401(k) plan is created.
  2. Establish a bank account in your new plan’s name.
  3. Fund the plan’s new checking account via rollover or new contribution.

As Trustee, you write a check for the plan’s next investment! As you can see, the Solo 401(k) has many advantages over a Self-Directed IRA. Call us today to see whether a Solo 401(k) is right for you.


The IRA Advantage & Equity Advantage Incorporated YouTube Channels

Can’t make our monthly Equity Advantage and IRA Advantage Continuing Education Seminars? Now catch some of the highlights available online from the comfort of your cell phone or computer!

Head to our channels and watch as owner of Equity Advantage and IRA Advantage, David Moore speaks on the basics of 1031 Exchanges and Self-Directed IRA’s in today’s market, including What Is An Exchange, What Can Be Exchanged, How Are Self-Directed IRA’s created, and more!

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Coming Up…

October-IRA-Advantage-Seminar
RSVP cmoore@iraadvantage.net
Or call 1-800-475-1031

October Equity Advantage Seminar

RSVP cmoore@1031exchange.com
Or call 503-635-1031


Are You Happy With Your Retirement Plan


October Post 1031 Listings

More 1031 Exchange Properties


The Guys With All The Answers…

David and Thomas Moore, the co-founders of Equity Advantage & IRA Advantage

Whether working through a 1031 Exchange with Equity Advantage, acquiring real estate with an IRA through IRA Advantage or listing investment property through our Post 1031 property listing site we are here to help Investors get where they want to be. About Us…


“Go confidently forward in the pursuit of your dreams; live the life you’ve imagined”

Call today to speak to the experts at IRA Advantage.

1-800-475-1031

Checkbook IRA | Real Estate Investments | 401K Buying a Business | Solo 401K

Your Retirement Your Way IRA Advantage