Personal Finance
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Tax, SDIRAs & Cost Segregation
presented by
1031 Exchanges
presented by
Real Estate Classifieds
Reviews & Feedback
Updated about 6 years ago,
DFW Bank Recommendations to House Solo 401k?
Hello. Does anyone have an recommendations for banks/financial institutions that we can house our Solo 401k Trust with? We're not looking for a bank to be the administrator, but simply hold our trust account. To my understanding, many banks are unfamiliar with this process and will think that they are setting up the plan itself, which is not the case.
I know of a bank in another state that sets up many checking accounts for trust plans, but we would prefer to use a bank in State/city, if possible.
Thanks.