Solo(cb) Plan: A Solution that Just Works

When Does a Solo(cb) Make Sense?

The Solo(cb) plan is ideal for the self-employed individuals who are:

  • Able to contribute a significant amount of earnings from self-employment for a period of 3 years or longer
  • Already maximize their retirement plan contributions and are looking for opportunities to increase deductible contributions.
  • Looking for ways to accelerate retirement savings.
  • Looking to establish a retirement plan but plan options outside of a Solo(cb) do not meet their contribution goals.
  • Delayed saving for retirement and need to catch up by making higher contributions than those supported by other retirement plans.
  • In addition to W-2 wages from full-time employment, have self-employment income which they would like to invest on a pre-tax basis for retirement.
  • Invested heavily in their business, but now have surplus self-employment income which they would like to use to bridge retirement savings gap.
  • Looking to quickly diversify their retirement savings with contributions to a retirement plan account because their investment strategy to date consisted primarily of illiquid investments, e.g. real estate.
  • Looking to transition ownership of their business on a tax-advantaged basis.

 

What is a Solo(cb)?

Who is a candidate?

How does it compare to others?

Why a Solo(cb)?

What are typical occupations?

See Case Studies

Download Whitepaper

Access Solo(cb) Kit

Sample Letter

Request a Proposal

Contact us

Securities offered by First Allied Securities, Inc., a registered broker/dealer. Member: FINRA/SIPC. © First Allied Retirement Services, Inc. All Rights Reserved.