What is a Solo 401k?...Discount Solo 401k, we provide self-directed Solo 401k plans that have all the benefits of much more expensive plans, but at a price that represents an unprecedented

303-427-4519 https://discountsolo401k.com [email protected]

A “Solo 401k” is a special type of retirement plan forself-employed individuals who do not employ any

full time W-2 employees of their own. A self-directed Solo 401k is one that allows for greater

investment flexibility, including real estate. AtDiscount Solo 401k, we provide self-directed Solo401k plans that have all the benefits of much moreexpensive plans, but at a price that represents an

unprecedented value in the industry.

Whether you have existing retirement funds youwould like more control over or want to make new

contributions to a low cost, incredibly flexibleretirement account, contact us to find out moreabout how a plan from Discount Solo 401k may

benefit you.

What is a Solo 401k?

Plan FeaturesPlan Features


Checkbook ControlOur plans allow you to be yourown trustee and hold thecheckbook to your 401k withno need for an LLC orcustodian.

Alternative AssetsInvest into real estate, privatecompanies, tax liens, traditionalassets such as stocks & mutualfunds, and more.

Contribution TypesYou can make pre-tax,Roth, and/or after-tax (non-Roth) contributions to yourplan.

Participant LoansBorrow up to $50,000 for anyreason. Instant approval withno underwriting.

Low Cost & AdministrationGain more control andflexibility over your assets withno asset-based charges ortransaction fees. Plans are easyto administer with our support.

Let's get some questions answered!

Let's get some questions answered! WHAT CAN A SOLO 401KINVEST IN?

Contrary to the vast majority of 401k plansand even most Solo 401k's, a plan fromDiscount Solo 401k can invest into anythingallowed by law. Our plan documents don’tplace any additional restrictions on youractivities. This leaves you free to invest inreal estate, private businesses, mortgagenotes, precious metals, tax deeds/liens andmore. The acquisition of traditional assets such asstocks, bonds, and mutual funds is alsopermitted. The main restriction is on “selfdealing” which means you cannot directyour Solo 401k to transact with (or benefit)you or certain family members. Such atransaction is called a prohibited transaction.

I HAVE A FULL TIME JOB. CAN ISTILL HAVE A SOLO 401K?

Quite possibly. Eligibility for a Solo 401krequires that you have some type of self-employment activity AND no full time non-owner employees in any businesses that youown. There is no restriction on beingemployed elsewhere. Your self-employmentactivity can be on a part time basis.

HOW MUCH CAN I CONTRIBUTETO A SOLO 401K?

You can contribute up to $57,000 peryear per participant to a Solo 401k.Married couples can stash away over$100k of tax deferred money annually.

CAN I TRANSFER EXISTINGRETIREMENT FUNDS INTO ASOLO 401K?

Yes. You can transfer funds from mostretirement accounts into the Solo 401kwithout creating taxable distributions.There is no limit on transfer or rolloveramounts.

WHAT IF I DON’T HAVE ABUSINESS YET?

Creating self-employment activity canbe very easy. Contact us for a freeconsultation on your options so we canidentify what will work best for you.


What are the Fees?What are the Fees?

FEE SCHEDULE

Solo 401k Plan Documents

Electronic DocumentDelivery

Solo 401k AnnualMaintenance

Rush Fee (optional)

$575

$0

$100 - $125

$75


*Contact us today for any available specials*

Over a decade of experience inself-directed investingWe create plans for all 50statesQuick response timesWe never handle your funds;we set you up to be in controlAll plans come with proof ofcompliance from the IRSWe guarantee you can get abank account open for your401kWe use state-of-the-art 256-bit encryption to securelydeliver filesFlat fee annual maintenance -document compliance updatesare included

No asset-based feesNo transaction based feesFree loan originationdocumentsNo hidden feesUnlimited supportFree referral program - allowus to show appreciation for anyreferrals you sendWe never raise rates onexisting clients - everDenver Association of Realtorsaffiliate - We cater to a groupof over 5000 licensed RealtorsOpen weekends byappoinmentEasy Pay option - get startedtoday for as little as $50!

Why Choose DiscountSolo 401k?

Many Investors consider our plans for the low prices, butmost choose us based on so much more:


KREIGHTON REEDBusiness Banker from Denver, Colorado

@Tony Gunter I work with Justin and his clients. (I openthe 401K checking accounts). He's been doing this for awhile (mid 2000's). I interface with his clients after theyare done opening their Solo 401K and they are very wellprepared with the ongoing forms they will need totransact business with their 401K and conduct the rolloverfrom their previous IRA/401K. The Gold Standard in thisbusiness is follow up and follow through and Justin is 24karat.

JOHN WALLACEInvestor from Colorado Springs, Colorado

Hi Tony, I opened an account with Justin lastyear and his service has been more thancomplete, courteous, and the most inexpensivevendor I could find. As a plus he is "local" for me(about 60 miles) but I never needed to visit inperson. He has answered questions bothignorant and complex and helped me find abank willing to hold thetrust account. It's all good!

ANTHONY DIGGSWholesaler from Odenton, Maryland

As a current client of Justin, I too can attestthat the services he has provided areimmaculate. After contacting multiple Solo401k companies, I decided to go withDiscount Solo 401k because their serviceswere up to par and prices were reasonable.Other companies were charging twice theprice for the same service with no additionalbenefit. PM me if you have any furtherquestion.

Discount Solo 401kis on BiggerPockets!Discount Solo 401kis on BiggerPockets!

Business Banker from Denver, Colorado

Investor from Colorado Springs, Colorado

Wholesaler from Odenton, Maryland


We are Better BusinessBureau accredited!

A + R a t i n g A + R a t i n g

is PROUD toannounce our

Discount Solo 401k Discount Solo 401k

with theBetter Business Bureau

303-427-4519 [email protected]

Rob N, RK Homes LLC

Justin at Discount Solo 401K did a great jobestablishing solo 401k plans for my businesspartner and myself. Justin customized theplan to suit our needs. He was highlyresponsive to any questions or issues we had.He was available to assist us through theestablishment of the 401k, the establishing ofbank accounts, the transferring of funds fromour IRAs and the signing of the loandocuments. If you want to establish a highquality plan at a reasonable price I highlyrecommend Justin at DiscountSolo401K.com.

TESTIMONIALS

Lisa Bushur, CPA

I use Discount Solo 401k for my own 401kplan. I’m so relieved to have this team keepmy plan documents up to date. And each timeI have questions, they are incrediblyresponsive. They are a great resource forsmall business.

Fisher Weis LLC, Chicago

Justin knew exactly what he was talkingabout and answered all our questions. Theprocess went very quick and within a coupleof days our trust was set up and registeredwith the IRS. Justin supported the processfrom start to finish and followed up until wehad our bank account opened. We highlyrecommend Discount Solo 401k.


TESTIMONIALS

I signed up for Discount Solo 401k overa year ago. I have to be honest, thepricing is what first caught my eye.They offered the lowest price amongall the service providers. (Some feeswere over 2x what I paid) The setup process was smooth,seamless, and secure (I was provided aclear checklist, fast response time, asecure method of transferring files).But the service was above and beyondwhat I expected. I was opening achecking account at my bank underthe newly created 401k entity and thebank customer service reps wereclueless about Solo 401k and they keptreferring me to an IRA specialist or aninvestment broker (who also had noclue about Solo 401ks) . Justin, fromDiscount Solo 401k, hopped on aconference call with me and thebanking people to walk them throughthe particulars of the type of account Ineeded to setup. I finally was able tosetup my account. That service was above and beyondwhat I expected. Discount Solo 401koffers great value to its clients and Iwould and have referred them tofamily, friends, and colleagues. Thank you Discount Solo 401k formaking it easier to prepare for myretirement. Regards,

Wil MorganCM Business Solutions

Phone: 303-427-4519

B.E. Halstead - PresidentHalstead Homes RealtyReal Estate Broker

Discount Solo 401k are simply the mostefficient and responsive business people Ihave come across in all my over 10 yearsof being a business owner. They arethorough, professional and veryknowledgeable. They answered all myquestions promptly and make me feel theyreally care, so it's worth every penny. Youjust don't see companies like this anymore.I highly recommend Discount Solo401k. You will not regret signing up. Ask forJustin W.

TESTIMONIALS

Willi Sherer

I am writing to give my thoughts onforming a Solo401k with Justin Windham.From my initial query to final details,Justin gave careful and patient advice andinsight to the process. He gave the rightamount of emphasis and direction on theelements that mattered most andaddressed all my questions and fears withanswers in a way that I could understand. Iwas actually shocked that he wasavailable every time I called to answerquestions. I would whole heartedlyencourage others to use Justin atDiscountSolo401K. Sincerely


Ron M., NY

After significant research I found littleor no difference between this plan andthe more expensive plans. After Ibought the plan I received mydocuments quickly. The instructionswere very clear. Followingthose instructions I had no difficultyopening bank and investmentaccounts. Discount Solo 401K was veryresponsive to the few questions I didhave. I reduced the administrative feesby over $2000 per year. Based on myexperience so far I am confident thiswas the right decision and I wouldgladly recommend Discount Solo 401Kto others.

TESTIMONIALS

Colin K, Houston Texas

Justin at Discount Solo401k answeredall my questions promptly aboutsetting up my Solo401k account withcheckbook control. He is indeed atrue professional and explained thesetup from start to finish. Thank youfor all the work you did in setting upmy account. I highly recommendDiscount Solo401K!!!


TESTIMONIALS

Justin: The professional service you providethrough Discount Solo 401k has beentruly exceptional. Thank you. The qualified plan documents youprovided along with the accessibleand personal customer service youprovided along the way hastransformed and empowered me tobe an effective, efficient, and "fully-in-control" self-directed retirementinvestor. Thank you also for yourrecommendation of Solera NationalBank. The banking services providedby Solera have been similarlyexceptional. Kreighton Reed and Lena Barbalyukare knowledgeable, accessible, andresponsive. They understand andaddress the needs of self-directedIRA investors seeking bankingaccount services for qualifiedplan trusts. Prior to contactingSolera, I sought to establishaccounts with 7 different bankinginstitutions and inexplicably wasturned down each time. Within 24hours of initial contact, Soleraestablished accounts for 2 qualifiedplan trusts. Again, thank you Justin.

Bill P

Phone: 303-427-4519

Rebecca and Michael Jacobsen

I highly recommend DiscountSolo401K and Justin Windham forestablishing a hassle-free, easy, solo401K account that is a great value.Justin has been extremely helpful inanswering our many questionsand is very accessible as well. His attention to detail and patiencewith his clients is unsurpassed andI encourage folks to go with DiscountSolo 401K.

TESTIMONIALS

FIG Tree-LJF

I recently researched several companies for creating a Solo 401Kand Discount Solo 401K Inc. was mychoice. Justin was very knowledgeableabout the Solo 401K planrequirements, rules and regulations forestablishing the plan, very responsivewith my emails and voicemails and hisprice was perfect . His responsivenessfrom sending the application, creationof the plans and for us to open up achecking account with a bank waswithin four days! My wife and I wereable to access the documents, submitthem and now we have checkbookfreedom. Justin has been available toanswer all of our questions during theentire process! I recommend DiscountSolo 401K Inc. for all your needs withestablishing your Solo 401K plans.


Discount Solo 401k was a pleasure to work with.They were fast, responsive, courteous and

professional. All email correspondence wasquickly responded to. Reaching them on the phonewas no problem. They helped set up an account forme during the end of the year Holiday Season andmade sure it was done on time. Justin knew what

he was talking about and was able to answer all myquestions easily. My bank readily accepted their

paperwork to set up the account. Theway the account is structured, other than the set-up

fee going to Discount Solo 401k, all other accountfunding is handled directly by the consumer which

makes it much more comfortable.

TESTIMONIALSTESTIMONIALS

J.S.
