Specifically focused on the Self-Directed Solo 401K. This is not a process that is easy to manage on your own and they make it simplified. This still takes time and you should be ready for a few conversations. This is a multi-step process that will help your future retirement! They will help with roll-over and other options too!

Sep IRA option as well as others. It is not too difficult to set-up and the roll-over component is possible if you use a combined approach. This is an option if you do not consider an advisor or other professional management.