Many Self-Directed investors, who hold real estate and other alternative investments, also continue to maintain their access traditional investments, such as stocks, bonds, and publicly traded funds.
This requires a brokerage account. Self-Directed investors often have multiple sets of retirement accounts in order to maintain access to both traditional and alternative investments. This creates resistance within your portfolio because moving money between retirement accounts then involves official “rollovers” with extra tax tracking forms every single time.
With our Solo 401k platform, you get Unlimited® subaccounts, including a brokerage account. This brokerage account is included within your Solo 401k, so this helps you move money between alternative and traditional investments easier, faster, and smoother.
Self-Directed investing with your Unlimited® Solo 401k account is all about freedom to move your money about as you please. It removes all unnecessary limitations and resistance to making profitable investments.