Tagged: checkbook solo 401k

Solo 401k Procedure For Investing In Private Companies

By Mark Ryan Nolan After you open a solo 401k that allows for investing in alternative investments such as private company shares or units (for example, C Corp., LLC and Limited Partnership), the next step is to process the private company investment. The following procedure covers the process of investing your Solo 401k plan in private companies from beginning to end. Steps for Investing a Solo 401k Plan in Private Company Shares Step 1: Obtain following forms from the investment company sponsor Private Placement Memorandum/Offering Memorandum Articles of Organization Certificate from Secretary of State Subscription Agreement/Stock Purchase Agreement Accredited Investor...
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