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Updated 6 months ago on . Most recent reply
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Checkbook 401K reviews
I am trying to decide on which company to use for a checkbook controlled solo 401K. I have read most of the discussions and cannot find a clear winner. I already have an Equity Trust account with an old Roth IRA but they do not offer checkbook control. I am rolling 401k over from a previous employer to fund the SD solo 401k. I am self employed with two other businesses so the checkbook option shouldn't be a problem.
I am looking at the following.
iRA123 or Safeguard, Sense Financial, Broad Financial, and IRA financial group.
If there are any better companies please let me know. I am reviewing them all (due diligence).
Thanks in advance.
James
Most Popular Reply
i use sense financial. I'm very happy with them. I previously had a self directed IRA with Entrust and had numerous issues mostly related to the time it takes then to process requests, which can potentially cause you to lose out on deals.