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Updated about 1 year ago on . Most recent reply

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Tammy Smith
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Purchasing property in Solo 401k, how to title?

Tammy Smith
Posted

Hello, I recently put an offer in on a property to be held in my solo 401k. I researched and found that using “Tammy Smith Trustee for Smith 401k” as a suggestion. That is how I put in the offer. The offer has been accepted and now I am wondering if that is appropriate verbiage for holding title in the solo 401k. Can some of you veterans and retirement attorneys weigh in please?

  • Tammy Smith
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