Updated over 7 years ago on . Most recent reply

Solo K or checkbook IRA bank account
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

Dmitriy Fomichenko
#1 New Member Introductions Contributor
Tax & Financial Services
Pro Member
- Solo 401k Expert
- Anaheim Hills, CA
- 6,290
- Votes |
- 17,886
- Posts
James,
we send our clients to @Kreighton Reed at Solera bank, he is the best in the industry.