Solera National Bank has an exclusive offer for Safeguard Advisors clients that we are excited to share with you.
You can earn up to $1,500 over the next few months. This is a great opportunity if you are sitting on cash in another retirement plan or a checkbook IRA bank account with a different institution.
Waiting for your next investment? Put idle money to work and get a bonus!
Earn up to $1,500
Deposit more… earn more.
| Earn $200
Minimum Deposit $15,000 |
Earn $500
Minimum Deposit $40,000 |
| Earn $1,000
Minimum Deposit $90,000 |
Earn $1,500
Minimum Deposit $150,000 |
Simple Steps to Earn your Cash Bonus
| Deposit Funds to your Solera Account | Deposit new-to-Solera funds in your plan checking account by June 30th, 2023. The new deposit will determine your maximum eligible cash bonus. |
| Submit Coupon | Submit your Summer Savings Promo coupon once you make your deposit to enroll in the program. |
| Maintain Balance | Maintain the required balance in your eligible account until September 30, 2023.
A cash bonus will be issued to your account in October, 2023. |
Important Dates
| June 30, 2023 | Deadline to deposit funds to your eligible Solera self-directed checking account. |
| September 30, 2023 | Maintain the minimum balance until the end of September to earn your savings bonus. |
| October 2023 | Receive your cash savings bonus. |
How to Deposit Funds
You can deposit funds from several sources, including transfers or rollovers from another retirement plan or in-plan movement from another bank account within your self-directed plan entity.
Send a note to [email protected] with the type of funding transaction you wish to make and we’ll send detailed instructions.
You can also contact Solera Bank at [email protected] or 303-937-6426 for assistance making a deposit.
In-Plan Movement of Funds
You can directly move funds from an account at a different institution already held by your IRA-owned LLC, IRA-owned Trust, or Solo 401(k) without special processing or reporting.
You can use mobile banking, or an ATM to make a deposit from another account held by your plan entity.
Refer to these Self-Directed Checking Deposit Instructions.
IRA-to-IRA Transfer
Complete a Solera IRA Transfer Request form.
Send a copy of the completed form and a statement from your current IRA to Solera
401(k)-to-IRA Rollover
Contact your current 401(k) or other employer retirement plan administrator. Request a rollover and provide Solera Delivery Instructions.
If the check is sent to you, forward it to Solera with a Rollover Certification form.
If the check is sent directly to Solera, send the Rollover Certification once you make the rollover request from your current plan administrator.
Rollover into a Solo 401(k)
Contact your current IRA custodian or employer retirement plan administration and request a rollover into your Solo 401(k).
Request a check made out to your Solo 401(k) plan and mailed to you.
Deposit the check to your Solera Solo 401(k) checking account by mail, ATM, or mobile banking.
Refer to these Self-Directed Checking Deposit Instructions.
Solera Summer Savings Coupon
Submit your Solera Summer Savings Coupon any time before October 15, 2023 to claim your bonus.
Is My Money Safe with Solera Bank?
With bank failures in the news, this is a perfectly good question to be asking.
Solera Bank has been very transparent with provider partners like Safeguard Advisors in recent months. They are in good banking health, with diverse deposits, limited accounts over FDIC insurance thresholds, generous liquidity reserves, and a portfolio of good investments. As a nationally chartered and FDIC insured bank, Solera Bank goes through regular audits with the Office of the Controller of the Currency (OCC). Their most recent review covering Q4 2022 showed great strength and resiliency.
Questions?
Email [email protected] or schedule a call with a member of our support team.
