Solo 401k Alert! How to Beat the TD Ameritrade Deadline to Keep Roth Solo 401k Feature

by Retirement Advisor | Dec 31, 2022 | 401k | 1 comment

Harvard Law Attorney George Blower reviews the options for TD Ameritrade Individual 401k account holders in response to TD Ameritrade’s decision to no longer support Roth Solo 401k accounts for its individual 401k plans effective December 1, 2022.

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The solo 401k plan, commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below:

-The highest contribution limits for any defined contribution plan including up to $61,000 (or even $67,500 if you are 50 or older) for 2022.

-The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions.

-401k participant loans of up to $50,000

-Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investments.

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For over 10 years, My Solo 401k Financial is the leading self-directed solo 401k provider having helped over 8,000 clients take control over their retirement funds by focusing on superior knowledge, expertise, and customer service with over 100+ 5-star verified customer reviews on the Better Business Bureau (BBB)….(read more)