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Updated about 7 years ago on . Most recent reply
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Solo K or checkbook IRA bank account
I recently set up a solo K and want to open a checking account with local banks. It seems that the retail branch doesn't know how to handle it. Those of you have set up a Solo K or Checkbook IRA, who is your checking account with? Thank
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Dmitriy Fomichenko
#1 New Member Introductions Contributor
Tax & Financial Services
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- Solo 401k Expert
- Anaheim Hills, CA
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James,
we send our clients to @Kreighton Reed at Solera bank, he is the best in the industry.
- Dmitriy Fomichenko
- (949) 228-9393
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Sense Financial Services LLC
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