Broad Financial provides most flexible and powerful Solo 401ks for the Self Employed!
Our plans allow the self employed to invest in almost any asset class including:
Minority interests in LLCs
Startup capital for business and more.
Some other powerful features of Broad’s plan:
Very high contribution limits – up to 60K of tax deferred contributions per year – more if your spouse participates in your business!
A loan provision allowing individuals to take a loan of up to $50K from their Solo 401k!
The ability to roll over IRA or 401k funds (including funds held at brokerages or former employers) to fund your investments.
Checkbook control of your investments and 401k at a local bank (no middle man and no custodian to deal with!).
Special Discount for NASE members:
NASE has negotiated a reduced rate for NASE members ($895 – $300 off the general public’s price of $1,195) for the formation of the plan.
Broad’s services include the formation of a trust to hold the plans assets, the procurement of an EIN for the Trust, full ongoing support and guidance from opening a bank account to compliance issues.