Solo 401k real estate investing

[Eric M]

If I invested in a RE hotel syndication from solo 401k as a member in an LLC which then invested as LP, can I sell those
shares back and re-deposit the money in my solo 401k investment account
and then invest from personal funds, essentially re-buying the same
ownership shares with personal funds instead, so I can take advantage
of bonus depreciation in 2026 once the asset is placed into service as well as some OH state tax credits? I
know a direct sale is not allowed between the solo 401k and me but is what I’m describing a way
around this?

Eric M

Contact

[George Blower]

A step transaction where the solo 401k assets are first transferred to an unrelated person before being transferred to a disqualified person (such as the solo 401k owner) is not allowed.

George Blower

My Solo 401k Financial

Contact

8004897571 mysolo401k.net