Do you already have a self directed 401k plan but you want to switch to a better one? You don't have to terminate your plan. Instead all you have to do is amend the plan to include the better terms and conditions you want. Also, you don't need to move or transfer the assets of the plan either. The plan still owns the assets. The plan is just changing its terms. This gets a bit confusing, give us a call with any questions.
To get a comprehensive consultation please visit and book an appointment
0 Comments