Recommendations for Custodian of Self-Directed Solo 401k

[Mark Tanner]

I am looking to open a self-directed solo 401k. What are the best custodians out there for self-directed solo 401ks? 

In case it makes a difference, I plan to use it to buy rental properties, probably with mortgages since my understanding is that solo 401ks do not pay UBTI. 

Thanks!

[Justin Windham]

@Mark Tanner

You're right, the Solo 401k is generally exempt from UDFI tax on leveraged real estate. In addition to looking at custodians for the Solo 401k, there are plan providers who can setup Solo 401k plans that offer checkbook control without the need for a custodian. This will allow you transact more quickly, often at a lower cost. You might want to consider both custodial plans as well as those that offer you checkbook control.