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Make employee and employer contributions to your one account.


Take advantage of the same alternative investment options that a self-directed IRA can.


Name yourself as plan trustee to gain "checkbook control" of your tax-advantaged retirement dollars.

Solo 401(k) Benefits

A Solo 401(k) can incorporate the tax benefits of a Traditional IRA (tax-deferred contributions) and/or a Roth IRA (tax-free distributions) depending on the plan document. You may name yourself as trustee of your Solo 401(k) to garner "checkbook control" of your self-directed retirement funds, meaning you'll have the flexibility to fund investments yourself.

As your company's sole proprietor and operator, you can make employee and employer contributions to yield tax benefits for yourself and for your business. You may continue to make contributions as long as you're still employed, even after you reach age 72.

Owners/operators of limited liability companies (LLCs), sole proprietorships, partnerships, or incorporated businesses such as "S-Corps" are eligible to hold and contribute to Solo 401(k)s.

At New Direction Trust Company, you may lease our plan document, utilize our record-keeping services for an existing plan document, or both.

Solo 401(k) Education

Online Account Access

The premier online platform for self-directed investing and 24/7 account management.

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Investor's Guide to Solo 401(k)s

Learn the basics and reclaim control of your future through self-direction.

Self-Directed IRA Investing Guide
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Solo 401(k) Investing in Alternative Assets

Let our self-directed IRA experts help you take the first steps.

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