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Tax, SDIRAs & Cost Segregation
HomeForumsTax, SDIRAs & Cost SegregationAnyone used Bank of America for 401k Trust Bank Account?
Weina Shi's profile image
Weina Shi's profile image
Weina Shi
  • Investor
  • from Wellesley, MA
  • Member since May 10, 2017
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Weina Shi's profile image
Weina Shi's profile image
Weina Shi
  • Investor
  • from Wellesley, MA
  • Member since May 10, 2017
Connect
Weina Shi
  • Investor
  • Wellesley, MA
14
Votes |
84
Posts
Tax, SDIRAs & Cost Segregation

Anyone used Bank of America for 401k Trust Bank Account?

Weina Shi
  • Investor
  • Wellesley, MA
Posted Dec 7 2019, 14:23

Hi,

I just started my solo 401k plan with 

https://www.solo401k.com/

The plan provider has recommended Solera Bank. However, we already have an account with Bank of America and it would be easier if we can get the trust checking checking account with Bofa. Anyone successfully gotten that set up with Bofa? Any tips?

Thanks!

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