As a financial advisor, guiding your self-employed clients toward a secure retirement is paramount. A Solo 401(k) plan offers a robust solution for business owners without employees, providing significant tax advantages and high contribution limits.
If a client is depositing funds periodically, use Auto Invest instead of Dollar Cost Averaging – unless you want to divide up the investing rather than having 100% go in all at once. Auto Invest will automatically invest funds no matter when received, so long as the amount falls between the set minimum and maximum. We have already set Auto Invest for most accounts, typically using the default $250 minimum and $50,000 maximum.
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