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What is Ocho Solo 401k?

The Ocho Solo 401k provides exceptional tax advantages for entrepreneurs, standing out from all other retirement plans. Participants can contribute up to $61,000, benefiting from tax-free growth across a variety of asset classes. With a focus on user experience, Ocho makes it easy to manage your solo 401k, enabling you to set up your account, contribute funds, and invest directly via a simple, intuitive dashboard. Creating a solo 401k with Ocho is remarkably straightforward and can be accomplished in less than ten minutes, as they take care of all required paperwork and administration for you, which removes the inconvenience of managing separate banking and brokerage accounts. Investors have the flexibility to allocate their funds into traditional assets like stocks, mutual funds, and ETFs, or they can take advantage of checkbook control to directly invest in alternative assets such as real estate, cryptocurrency, and private equity, offering a wide array of options to enhance their financial growth. With Ocho, the journey to establishing a robust retirement plan becomes not only attainable but also adaptable, addressing the specific needs of every entrepreneur. Ultimately, Ocho empowers business owners to take charge of their financial futures with confidence and ease.

What is IRA Financial Trust?

By adopting a self-directed strategy, you gain the freedom to invest in nearly any asset while keeping your investment gains tax-free. At IRA Financial, our knowledgeable tax and ERISA specialists will guide you in establishing a self-directed retirement account, ensuring you stay compliant with regulations. Our goal is to simplify the process of channeling your retirement funds into alternative investments. You can initiate your investment journey through our app, which offers a clear, flat fee structure. Additionally, the app includes a section for supplemental forms, enabling clients to sign documents electronically for typical account transactions, thereby removing the hassle of physical paperwork. This section is anticipated to grow with forthcoming app updates to enhance user experience. IRA Financial is dedicated to improving your investment journey while facilitating effortless growth of your retirement savings. Start today and discover a refreshing approach to managing your retirement investments, as we are here to support you every step of the way.

Media

Media

Integrations Supported

Bitcoin
Ethereum

Integrations Supported

Bitcoin
Ethereum

API Availability

Has API

API Availability

Has API

Pricing Information

$299 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ocho

Company Location

United States

Company Website

ocho.com/solo401k

Company Facts

Organization Name

IRA Financial Trust

Date Founded

2010

Company Location

United States

Company Website

www.irafinancialtrust.com/investments/

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives