TD Ameritrade Solo 401k Review – Top Reasons to Upgrade to a Self-Directed Solo 401k

by | Jan 21, 2023 | 401k | 2 comments

TD Ameritrade Solo 401k Review – Top Reasons to Upgrade to a Self-Directed Solo 401k




Harvard Law Attorney George Blower discusses the top reasons why clients transfer or switch providers including from TD Ameritrade to a Self-directed Solo 401k. Learn More:

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

-The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020.

-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)


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2 Comments

  1. Juan Leal - Miami Beach Luxury Real Estate

    Sounds good!. Was thinking of opening a new retirement account. are you guys offering any special offers or COVID Relief discounts on the set up fee?

  2. Favored4life

    Perfect timing! I just spoke with Vanguard and TD Ameritrade today about opening this account. Vanguard won't allow for loans so they're out already. So let me ask you, if we go through mysolo and open the the brokerage account through TD, don't we need to follow their regulations? Or is Mysolo acting as the brokerage?

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