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Updated almost 6 years ago,

User Stats

64
Posts
35
Votes
Sandra Regnell
  • Rental Property Investor
  • Vancouver, WA
35
Votes |
64
Posts

Solo 401k Advice Requested

Sandra Regnell
  • Rental Property Investor
  • Vancouver, WA
Posted

Hi 

I am setting up an LLC and transitioning over from W2 employment. I have a company 401k and an IRA.

I set up a Merrill Edge 401k which looks to be really expensive and not what I need. I set up a ubiquity solok but am stuck and cannot seem to figure out how to get the Charles Schwab form filled out to hold the funds. I called but there is literally NO support. It’s a new product and they don’t even know what to do. 

After wasting several hundred bucks, I’d like to find a solok that is reasonably priced with some support for setup and questions.

Should this be affiliated with my LLC? The funds are personal but I want to invest them in real estate. The LLC will be consulting but those profits will also be real estate.

Suggestions appreciated!

Thanks,

Sandra 

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