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Description
The Ocho Solo 401k offers unparalleled tax benefits for entrepreneurs compared to any other retirement plan available. You can contribute as much as $61,000 while enjoying tax-free compounding across various asset classes. Designed with user-friendliness in mind, Ocho ensures that managing your solo 401k is a seamless experience, allowing you to create your account, make contributions, and invest directly through a streamlined, easy-to-use dashboard.
Setting up a solo 401k with Ocho is incredibly simple and can be completed in under ten minutes, with all necessary paperwork and administration handled on your behalf, eliminating the hassle of opening separate accounts for banking and brokerage.
Investors can choose to put their money into traditional financial vehicles like stocks, mutual funds, and ETFs, or they can exercise checkbook control to invest directly in alternative options, such as real estate, cryptocurrency, and private equity, providing a diverse range of opportunities to grow their wealth. With Ocho, the path to a successful retirement plan is not only accessible but also flexible, catering to the unique needs of each business owner.
Description
A 401(k) plan tailored for small businesses encompasses various components that are essential for aiding employees in their retirement planning journey. Shelton 401(k) focuses on delivering retirement account solutions specifically designed for small enterprises, ensuring that the experience remains hassle-free for business owners. At Shelton Capital Retirement Plan Services, we collaborate closely with our clients to offer a cost-effective, all-in-one solution that simplifies processes and yields the best outcomes for everyone involved. Our commitment is to deliver exceptional, high-touch 401(k) services that not only assist your employees in building their retirement savings but also enhance your professional image. We pride ourselves on our team of seasoned service experts who provide both live and digital personalized resources tailored to meet the needs of you and your employees. Unlike large fund managers or insurance companies, Shelton 401(k) operates as a small privately owned entity, emphasizing human administration over automated systems. Our focus on personal interaction ensures that clients receive attentive care and support throughout their retirement planning experience, fostering a sense of trust and reliability.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$299 per year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ocho
Country
United States
Website
ocho.com/solo401k
Vendor Details
Company Name
Shelton 401(k)
Founded
1985
Country
United States
Website
shelton401k.com/401k-landing-page/