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Updated over 7 years ago on . Most recent reply

User Stats

22
Posts
11
Votes
James Cheung
  • Investor
  • South Pasadena, CA
11
Votes |
22
Posts

Solo K or checkbook IRA bank account

James Cheung
  • Investor
  • South Pasadena, CA
Posted

I recently set up a solo K and want to open a checking account with local banks. It seems that the retail branch doesn't know how to handle it. Those of you have set up a Solo K or Checkbook IRA, who is your checking account with? Thank

Most Popular Reply

User Stats

17,886
Posts
6,290
Votes
Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
6,290
Votes |
17,886
Posts
Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
Replied

James, 

we send our clients to @Kreighton Reed at Solera bank, he is the best in the industry.

  • Dmitriy Fomichenko
  • (949) 228-9393
  • Loading replies...