5th Annual Self Directed Solo 401(k) Year End Special

Your Money Under Your Control


November 1st – November 30th

Express Service Set-Up

$395 ($495)

  • The “DIY” option
  • Self Directed Solo 401(k) Set-Up
  • Plan Document Binder
  • A great option for those who know what they are doing

Full Service Set-Up

$795 ($995)

  • Consultation with a REAL Attorney
  • Self Directed Solo 401(k) Set-Up
  • Plan Document Binder
  • Attorney and Paralegal assistance throughout the process

Act Fast the Special Ends Soon!

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Need to Know More?

Why Do a Solo 401(k)? | Mat Sorensen

Mark Kohler and I break down the reasons why you should consider a solo 401(k). If you’re self-employed with no employees or even employed with a day-job and you have a “side-hustle” then this is one of the first retirement accounts you should consider.

5 Reasons Why You SHOULD Use the Solo 401(k)

Business Owners start planning for your financial freedom!! The Solo 401(k) is one of the most powerful ways to build other streams of income. I’ll give you 5 reasons why you should consider using this strategy!

How to Maintain your Solo 401k | Mark J Kohler | 2019

There are critical steps & procedures to follow when having a 401k. Our law firm provides legitimate affordable help at www.kkoslawyers.com.

The Backdoor 401(k) and Real Estate

Many owning rental property have WANTED to fund a 401(k), but not sure how…this is the solution!!

What Strategy Makes More Sense The SEP or 401(k)

This video explains whether or not the SEP strategy is for you! It gives a detailed explanation and compares the SEP to the 401(k).

IRA versus 401K - Which one is Better?

This video is about the IRA versus the 401k and which one is best for you!

What is a Self Directed Solo 401(k)?

Pretty much exactly what it sounds like: an individual 401(k) designed for a business owner with no employees.
Just want the need-to-know basics about this retirement account?

Break Down Solo 401(k)
Eligibility rules No age or income restrictions. Business must have no employees, except for the owner, their spouse or children, and business partners with ownership in the business.
Contribution limit $19,000 in 2019 with an additional $6,000 catch-up contribution if 50 or older.
Total contribution with matching can be up to a total of $56,000.
Choose your deduction Traditional 401(k): Deduction for contributions, reducing taxable income for the year.
Roth 401(k): Not deduction for contributions, but matches from the company are deductible
Taxes on qualified distributions in retirement Traditional 401(k): Qualified distributions are taxed as income.
Roth 401(k): Qualified distributions are tax-free.
How to open the Solo 401(k) Bank Account We have a list of banks that will make it easy to open your 401k bank account.

5th Annual Self Directed Solo 401(k) Year End Special

The Self Directed Solo 401(k) will have its own bank checking account. We have preferred referral banks and even brokerage account providers who provide bank checking accounts for solo(k)s with checking writing privileges that you can control and sign for as trustee of the solo(k).

Year-End Tax Savings

Take advantage of special year-end tax saving strategies, that aren’t otherwise available during the year.

Start Retirement at Your Speed

Start your retirement savings now at a speed that you can control and feel comfortable.

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Bank Account Signing/Control

With a Self Directed Solo 401(k), you have checkbook control of your retirement funds

Contribute up to $56k

You will be able to contribute up to $56,000 into your Self Directed Solo 401(k) for 2019.

Self-Directed Freedom

Leave a legacy for generations to come with the freedom of self-directed investments.

Attorney Consult Support

No need to worry! We offer a full-service package that includes up to 60 minutes with an experienced tax attorney!

For Your Self Directed Solo 401(k)
You have 2 options at KKOS

Express Service Set-Up

$395 ($495)

  • The “DIY” option
  • Self Directed Solo 401(k) Set-Up
  • Plan Document Binder
  • A great option for those who know what they are doing

Full Service Set-Up

$795 ($995)

  • Consultation with a REAL Attorney
  • Self Directed Solo 401(k) Set-Up
  • Plan Document Binder
  • Attorney assistance throughout the process