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Updated about 1 year ago,

User Stats

47
Posts
19
Votes
Rahul Gupta
  • Investor
19
Votes |
47
Posts

Ease of opening and contributing to Solo 401k

Rahul Gupta
  • Investor
Posted

We are wanting to open a solo 401k for the 1st time, and have been running after Charles shwabs as well as fidelity trying to fill the forms needed with little to no help at all from them. Looking at other options like sense financials and Nabers 401k and wondering if anyone has has any better luck with account opening, ease of transactions as well as a good customer support for people who are really new at this.

How quickly can an account be opened with Sense financials or Naber's as well as how easily can we transfer or make contributions in the future?

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