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Updated over 5 years ago on . Most recent reply

User Stats

17
Posts
5
Votes
Edward Ng
  • Rental Property Investor
  • Otisville, NY
5
Votes |
17
Posts

Solo 401K and SDIRA

Edward Ng
  • Rental Property Investor
  • Otisville, NY
Posted

Hi,

Has anyone set up a Solo 401K under a S corp? I already have a S corp. Would like some advice.

My objective is to roll traditional IRA (contributions unrelated to the S corp and held at Chase currently) over to the Solo 401K.

Once done, I would then use S Corp to set up a SDIRA in Charles Schwab or the like and direct the fund for RE investment.

Thanks in advance.

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