The chart below is a high level overview that should only serve as a guide. Contact an Advisor for more detail and to verify that any assumptions you make are valid prior to actually choosing a plan.



Solo 401(k)

Business IRA

Passive Investments (Real Estate etc) ☑️ ☑️
Limited Liability Protection ☑️ ☑️
Checkbook access of funds ☑️ ☑️ ☑️
Requires custodian/administrator ☑️
Unlimited Investment choices ☑️ ☑️ ☑️
Designed for total control ☑️ ☑️ ☑️
Designed for self-employment ☑️ ☑️
Self Administration (no custodian) ☑️ ☑️
Personal loan provision ☑️ ☑️
Designed to run a small business ☑️
Can use funds for any business purpose ☑️
Can receive salary and benefits ☑️
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