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Solo 401(k)
Take Control of Your Financial Future with an AFK Solo 401(k)
Looking to invest beyond Wall Street? The AFK Solo 401(k) gives you the freedom to manage alternative assets—from real estate to private deals—while staying fully compliant. It's like having a built-in bookkeeper to handle contributions, Roth conversions, and all required reporting—so you can focus on growing wealth, not paperwork.
Invest your way with higher contribution limits:
- • Up to $70,000 if you're under 50
- • $77,500 for ages 50–59 or 64+ (with $7,500 catch-up)
- • $81,250 for ages 60–63 (with $11,250 catch-up)
Get up to $1,500 in tax credits over three years just for opening your plan
Fair Market Valuation Services
Fair. Compliant. Trusted.
We provide third-party valuation reports for alternative assets including:
- • Private Equity
- • Promissory Notes
- • Private Stock
Use our valuations to support:
- • Roth IRA & Roth 401(k) Conversions
- • Required Minimum Distributions (RMDs)
- • IRS & Custodian Reporting Requirements
Our independent experts deliver reliable, audit-ready valuations tailored for retirement account compliance and peace of mind.
Request a Quote Today — fast turnaround, flat-rate pricing, and no surprises.
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