Skip to content
Two investors reviewing resources on a laptop

Get industry-leading resources — for free

Unlock resources for every investing strategy and stage with a free account.

By continuing, you agree to BiggerPockets LLC's Terms of Use and Privacy Policy

Followed Discussions Followed Categories Followed People Followed Locations
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 2 years ago on . Most recent reply presented by

User Stats

47
Posts
19
Votes
Rahul Gupta
  • Investor
19
Votes |
47
Posts

Ease of opening and contributing to Solo 401k

Rahul Gupta
  • Investor
Posted

We are wanting to open a solo 401k for the 1st time, and have been running after Charles shwabs as well as fidelity trying to fill the forms needed with little to no help at all from them. Looking at other options like sense financials and Nabers 401k and wondering if anyone has has any better luck with account opening, ease of transactions as well as a good customer support for people who are really new at this.

How quickly can an account be opened with Sense financials or Naber's as well as how easily can we transfer or make contributions in the future?

Most Popular Reply

User Stats

2,278
Posts
1,156
Votes
Joe Homs
  • Flipper
  • Mission Viejo, CA
1,156
Votes |
2,278
Posts
Joe Homs
  • Flipper
  • Mission Viejo, CA
Replied

@Rahul Gupta I would reach out to Sense Financial Directly via @Dmitriy Fomichenko to get your answers directly.  I can tell you that I have been with him close to ten years and have never looked back.  If you are looking at a totally self-directed account, then he is your man.  I have total checkbook control over my accounts with NO ONE looking over my shoulder.

Good Investing...

Loading replies...