We can accept certain Solo 401(k)s that are self-directed and maintain a separate bank account. However, we cannot make any special tax accommodations. All investors will receive a 1099-DIV and/or K-1 for tax purposes.
To invest through a Solo 401(k) that meets the above criteria, you will need to onboard it to our platform as an LLC or Trust, depending on how your plan is structured.
Please consult with your tax advisor or CPA for information specific to your account.
