Take Control of Retirement with a Self-Directed 401(k)
Explore new investment opportunities by self-directing your existing 401(k)!
Employer-sponsored 401(k)s are one of the most popular retirement plans in the world. And while they work for most people as long as they have matching contributions, what happens if you start your own business?
Many entrepreneurs who start their own businesses and want to roll over their existing 401(k) into a self-directed or Solo 401(k) do so.
This ebook teaches you the ins and outs of self-directed 401(k) investing, including:
- Account basics
- Investment options
- Prohibited transactions
- Pros and Cons
- How to rollover or open an account
- Broker accounts
By the end, you will be able to confidently open a self-directed 401(k) and start investing in alternative assets you previously had no access to, including real estate, crypto, or even private equity!
Download this ebook to learn how to get started and whether a self-directed 401(k) is right for you.
Get the Ultimate Self Directed 401(k) eBook!
The Horizon Trust Advantage
Easy-to-Use Financial Portal
- TOTAL CONTROL OVER YOUR INVESTMENT DECISIONS
- ABILITY TO ACCESS ALTERNATIVE ASSETS LIKE REAL ESTATE AND CRYPTO
- NDUSTRY-LEADING FINANCIAL ACCOUNT PORTAL
- TRANSACTIONAL-FREE PRICING
Educational Resources
- SELF-DIRECTED: SELF-MADE SUCCESS BOOK
- DOZENS OF ACCOUNT FORMS AND DISCLOSURES
- INVESTMENT BLOG WITH THE LATEST INSIGHTS
- EDUCATIONAL NEWSLETTER WITH THE LATEST INVESTMENT TRENDS
- INVESTMENT CORNER
Multiple Account Options
- ROTH SDIRA
- TRADITIONAL SDIRA
- SEP SDIRA
- SIMPLE SDIRA
- INDIVIDUAL 401(K)
- HSA
- CESA