A Smarter, Easier Way to Manage Your Solo 401k
For Those Who Lead the Future
The end of the year is here, and with it comes a crucial time for those who take ownership of their financial destiny. As a Solo 401k owner, this is your moment to step up and take action:
Amend your plan to stay compliant.
Track your contributions to maximize tax savings.
Claim your $1,500 tax credit, a reward for your discipline and foresight.
And plan for a stronger 2025, building wealth that endures.
There are two ways to handle this responsibility. The hard way – with spreadsheets, guesswork, and frustration. Or the new way – a better way, built with the clarity, confidence, and intelligence you deserve.
We created Solo 401k Core for those who know the future doesn’t belong to the biggest or the loudest. It belongs to those who think clearly, act decisively, and invest wisely.
This is your new way forward. And for a limited time, we’re giving you free access for 60 days.
Why Solo 401k Core?
The Solo 401k is the most powerful retirement plan on earth. It allows you to save more, invest smarter, and do what Wall Street and traditional advisors cannot.
But power without simplicity can lead to chaos. And too many Solo 401k owners struggle with manual tracking, endless tax forms, and uncertainty.
We built Solo 401k Core to change that.
It’s the only all-in-one platform designed to simplify every aspect of managing your Solo 401k.
And it’s more than just tools and software. It’s a system that enables you to think and act like the leaders of tomorrow.
Here’s how.
What You’re Getting with Solo 401k Core
1. $1,500 Tax Credit Amendment – Done in Seconds
This isn’t just help. It’s simplicity.
Sign a quick amendment in our portal, and your EACA tax credit eligibility is activated. If your CPA needs a bit of help, send him or her our educational resources and put $1,500 back in your pocket.
2. Advanced Tools to Save Time and Clarify Your Strategy
We call them “advanced,” but what they really do is make the complex simple.
Asset Tracker: Monitor all your investments – traditional and alternative – in one clear, consolidated view.
Contribution Tracker: Calculate and track contributions across all accounts with accuracy.
Distribution Tracker: Stay tax-ready with seamless tracking for distributions and Roth conversions.
These tools save hours of work and help you make decisions faster and smarter.
3. Financial Planning Suite – A Future-Proofing Machine
The leaders of tomorrow don’t just act in the present – they see the bigger picture.
Our financial planning experience gives you that power:
Financial Planning Tools Provided by Nabers Wealth LLC - This is not investment advice, but managed portfolios are available to qualified applicants
Explore "what-if" scenarios to test Roth conversions or model the impact of alternative investments.
Discover the effects of different contribution strategies on your retirement date and income.
Visualize the impact of your decisions compounded over years to decades.
For example: What happens if you convert $50,000 from pre-tax to Roth? How much will that grow in 20 years under different market conditions? This tool answers those questions, empowering you to act with clarity and confidence.
4. The Solo 401k Course Library
Become a master of your own plan.
The Spring Course Schedule covers every aspect of Solo 401k management – from compliance best practices to advanced investment strategies. Learn at your pace and make smarter decisions for your future.
5. Tax and Compliance Made Effortless
We’ve automated the hardest parts of managing your Solo 401k:
1099-R Filing: Generate required tax forms for distributions or conversions in minutes.
5500-EZ Generator: For large plans, we make IRS reporting simple and error-free.
Participant Loan Generator: Take compliant loans from your plan with ease.
Compliance Screeners
Self-Dealing Screener: Verify investments align with IRS rules.
UBTI/UBTI Screener: Minimize or avoid costly tax triggers on alternative investments.
Why Now?
This Year-End "Contribution Season," you have a chance to join us. We’re offering you a 60-day free trial of Solo 401k Core, with access to all tools, resources, and support.
But you must act quickly – this special offer is only available for a few days.
How It Works
Sign up today.
Access every feature of Solo 401k Core during your free trial.
At the end of your trial, you decide:
If it’s not for you, simply cancel, and you’ll return to your previous subscription with no changes or penalties.
If you love it, your access continues for just $29/month – a 70% discount from the planned $99/month rate.
Either way, 2024 will be handled (easily and correctly)... and you’ll have experienced the future of Solo 401k management – risk-free.
Your First 9 Weeks of Core
During your risk-free period, we'll guide you through mastering Solo 401k Core, with step-by-step guidance. Here's a preview of each week's focus...
Week 1: $1500 EACA Tax Credit
Week 2: Contribution Tracker
Week 3: Account Tracker
Week 4: Holiday Q&A (Monday before Christmas)
Week 5: Maximize Contributions
Week 6: Managed Portfolios (Including Bitcoin) - Presented by Nabers Wealth LLC
Week 7: Investment Flows (Including Conventional & Alternative Assets)
Week 8: Invite your CPA / Find a CPA
Week 9: Compliance Screeners (Prohibited Transactions, UDFI, UBTI)
The Future Belongs to the Bold
Your Solo 401k is more than a retirement plan. It’s a tool for leadership – for taking control of your financial destiny in an uncertain world.
Solo 401k Core gives you the clarity, simplicity, and confidence you need to make smarter decisions and take bigger steps.
Take your first step into the future.