Solo 401K for real estate investors

Self-direct your 401k to experience high contributions, investment freedom, tax breaks, and more

The Solo 401k, also known as the self-directed 401k is a retirement option that savvy real estate investors can exploit with professional guidance. Learn about the benefits and features of Royal Legal Solutions’ plan now.

Can anyone have a Self-Directed 401k?

The Solo 401k was designed for self-employed individuals. As such, it has one key criterion: that you be the sole owner and operator of a business with no employees aside from your spouse. Unless, of course, you let us help you.

How is the Solo 401k different from a traditional plan?

In brief, you have greater investment freedom with the Solo 401k. Traditional plans limit your investments, often to the products available from the custodian. Self-directing your account offers Checkbook Control, giving you nearly limitless investment options.

What else do I need to qualify for a Solo 401k?

A strong narrative and legal method for reaping the plan’s benefits. And this is the part where our experts have you covered.

Learn How To Achieve Total Asset Protection In This FREE 5-Part Series

Ready to know more than your attorney? You'll get over two hours of instruction combined with five ebooks to teach you how to best structure your real estate investments.

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MAJOR BENEFITS OF SELF-DIRECTED 401K

Most investors are attracted to the Solo 401k for the sense of control it gives over retirement dollars. In addition to Checkbook Control allowing for nontraditional investments, there are plenty of other perks to the self-directed 401k. Some other benefits of the plan as we form it include these:

  • Contribution limits an order of magnitude higher than an IRA.
  • Roth option availability.
  • Asset and creditor protection abilities.
  • Allows for tax sheltering and may be used in equity stripping.
  • Save time and retain your autonomy by not needing “permission” from a custodian for transactions.
  • Ability to borrow from the plan.
  • And many more.

Do you have questions? We can help!

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FEATURES OF OUR SOLO 401(K)S

When you establish your plan through Royal Legal Solutions, our professionals ensure you have and understand the following must-haves.

SIMPLE SETUP

Establishing a Solo 401k with us is easy. You remain in control of your investments, yet get the benefit of full service and professional support. Our clients get everything they need to get their plan established.

BASIC FORMS

First and foremost, we ensure you have your plan’s documentation, designated beneficiary, contribution, and rollover forms. On top of the basics, we also provide 401k loan forms. We can show you how to use all of it.

BANKING ESSENTIALS

For optimal asset protection, your plan will have its own checking account. So we make sure you also have your EIN number. We even help you set up your bank account completely online for maximum convenience!

ROYAL LEGAL SOLUTIONS AS YOUR CUSTODIAN

Our plans are powered by Kingdom Trust, but Royal Legal Solutions will be here to assist you from formation through distribution. Our experts are here to answer your questions and support you fully through the process.

Visit our Solo 401k Knowledge Base 

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THE ROYAL LEGAL SOLUTIONS ADVANTAGE

When you form your Solo 401k with Royal Legal Solutions serving as your custodian, you get one-stop-shopping. Our 401k experts at Royal Legal Solutions can assist you with every step from formation to self-directed 401(k) compliance. For the absolute highest level of service, consider pairing the Solo 401(k) with the Royal Protection Plan, our option for investors who want all of the paperwork, companies that support the plan, and asset protection features are taken care of for them.

LEARN ABOUT OUR POPULAR ASSET PROTECTION PRODUCTS

TRADITIONAL LLC

Entities

Limited Liability Companies (LLC) are a legal structure that legally separates you from your business.

delaware statutory trust

Trusts

The Delaware Statutory Trust (“DST”) is a trust that is formed pursuant to the laws of the State of Delaware ...

SERIES LLC

Entities

The Series LLC allows you to essentially create an infinite number of LLCs at no additional cost.

Self-Directed IRA

RETIREMENT PLANNING

Your IRA isn’t limited to stocks, bonds, mutual funds and bank CDs! The Self-Directed IRA lets you grow your retirement savings with shrewd real estate investments.

Do you have questions? We can help!

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