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Get expert guidance on Solo 401(k)s, self-directed investing, and maximizing your retirement wealth. Our team is here to help you navigate every step.

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Have questions about Solo 401(k) eligibility, real estate investing, or getting started? Fill out the form below and we'll get back to you within 24 hours.

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Speak with a retirement specialist

(800) SOLO-401

Mon-Fri: 9AM-6PM EST

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Book a free 15-minute discovery call to discuss your retirement goals and see if a Solo 401(k) is right for you.

Common Questions

How quickly will I hear back? +

We respond to all inquiries within 24 hours during business days. For urgent questions, call us directly at (800) SOLO-401.

WWhat if I'm not sure I qualify? +

That's exactly what we're here for! Many eligibility situations have nuances, and we'll help you understand your options during our consultation.

Is the initial consultation really free?? +

Yes! We offer a complimentary 45-minute consultation to discuss your situation and determine if our services are a good fit for your goals.

Can you help with existing accounts? +

Yes, we can help with rollovers from old 401(k)s, traditional IRAs, and other retirement accounts into a self-directed Solo 401(k).

Do you work with clients nationwide? +

Absolutely. Solo 401(k) rules are federal, so we can help clients in all 50 states set up and manage their self-directed retirement accounts.

Do you provide ongoing support? +

We offer comprehensive ongoing support including compliance monitoring, Form 5500-EZ filing, and continued education through our platform.

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