Ocho

About Ocho

Ocho was created to serve the modern entrepreneur - freelancers, consultants and independent business owners - with the tools, education and network they need to turn their business income into generational wealth. We understand that working for user can be difficult and complex, which is why exist to help succeed by providing the necessary resources to build financial security and wealth. They provide users with a comprehensive suite of financial products and services to help them manage their money, create long-term wealth and build a secure financial future for themselves and their families. This suite includes budgeting and investment tools, tax planning, and access to a network of experienced advisors and mentors who can help guide on journey. With Ocho at side, have the power to leverage business into a legacy of wealth.

Pricing

Free Trial Not Available
Starts at $199.00.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Ocho Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Ocho $199.00 $199.00 per year

Features

Ownership of an Ocho Solo 401k Plan
A Roth solo 401k account
Security & compliance monitoring
Personalized investment plan & recommendations
Support for a mega backdoor Roth conversion
A delightfully simple all-in-one investment platform
Full onboarding support and account administration assistance
Integrated bank & brokerage accounts (coming soon)
Rollover support from other retirement plans that you already own
Access to any investment options, with full checkbook control (coming soon)

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Disclaimer: The pricing details were last updated on 14/12/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Ocho Pricing