Who is the Custodian of a Solo 401(k)?


Adam Bergman explains who can custody a Solo 401(k) plan, and what the difference is between an IRA custodian and a 401(k) custodian.

Learn more about the Solo 401(k) plan: https://www.irafinancialgroup.com/solo-401k-product/

Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber

Subscribe to our channel: https://www.youtube.com/user/IRAFinancialGroup?sub_confirmation=1

About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IFG’s in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

IFG is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.

Learn More: https://www.irafinancialgroup.com/about-us/

#solo401k #retirement #selfemployed #401k #solo401kcustodian #adambergman #irafinancial #smallbusinessowners #selfemployedretirement #taxes #investing

Success From a Winning Mindset

Manifesting wealth by following the law of attraction can make money so easy to attract as anything else. Time and again, we have heard how and why visualization is a proven and an excellent tool for building and attracting wealth and success into our lives.

Starting Your Own Business – Bricks and Mortar or the Internet

Owning and operating your own business is often the best way to build wealth and attain genuine financial security. When contemplating what kind of business to own or start up the question becomes its format. Should it be a physical location or on the internet. In this article we examine the pros and cons of each.

Why Do Some People Fail to Attract Wealth?

Find ways to learn the things you need to do to attract wealth. Strive to always be the best in whatever you do and be open to learning new things like enhancing or upgrading your skills to become more efficient and get paid a higher salary.

Your Position of Strength!

Are you leveraging what you have? Having money is not about spending? It is about being at a position of strength. It is about leveraging.

Secrets of the Millionaire Mind – A Review

Who doesn’t want to be a millionaire? Secrets of the Millionaire Mind is a book that will really change the way you perceive your current financial status and motivate you to achieve further.

You May Also Like