Investing 401K/Pension funds without bleeding out-- Seattle area

[Colleen Ferrari]

We are interested in self directed 401K information and we have questions about cashing out a pension or rolling it over. Has anyone dealt with a custodial account in the Seattle area? We would like to find someone that we can trust to help us make decisions. 

[Dmitriy Fomichenko]

@Colleen Ferrari,

Self-directed Solo 401k is great investment vehicle (in addition to being awesome tax-shelter), however it is not for everyone. To be eligible for it you must be self-employed or have legitimate business with earned income. 

If you quality, this would be great fit. You can rollover any other retirement plans you may have into it, with one exception: Roth IRA.

It has been discussed at length many times here on the forum, here is a link to one of those discussions for you to learn:  

https://www.biggerpockets.com/blogs/2810/21298-sol...

There are several experienced professionals including myself that you can find who are active forum contributors, check out responses and see whom you wish to contact to discuss your situation in details.