The 401(k) that lets you invest the way you want

The 401(k) that lets you invest the way you want

The 401(k) that lets you invest the way you want

Get the tools, investments and support you need to maximize your retirement benefit.

Heading

Body

More investing freedom

We offer the best set-it-and-forget-it options, paired with powerful brokerage window that allows: • Single name stock & ETF investing • Asset financing through The Retirement Mortgage • Crypto and other self-directed investments *Coming Soon* Our platform lets you build a long-term retirement portfolio that gets automatically invested with each paycheck.

More investing freedom

We offer the best set-it-and-forget-it options, paired with powerful brokerage window that allows: • Single name stock & ETF investing • Asset financing through The Retirement Mortgage • Crypto and other self-directed investments *Coming Soon* Our platform lets you build a long-term retirement portfolio that gets automatically invested with each paycheck.

Advanced tax strategies

Maximize your retirement benefit with powerful features that let you build wealth efficiently. • Set-up different strategies for Traditional and Roth 401(k) investments • Mega Backdoor Roth support to convert after-tax contributions into Roth dollars, unlocking higher 401(k) contributions Use your workplace retirement plan to achieve your goals, on your terms.

Advanced tax strategies

Maximize your retirement benefit with powerful features that let you build wealth efficiently. • Set-up different strategies for Traditional and Roth 401(k) investments • Mega Backdoor Roth support to convert after-tax contributions into Roth dollars, unlocking higher 401(k) contributions Use your workplace retirement plan to achieve your goals, on your terms.

Advanced tax strategies

Maximize your retirement benefit with powerful features that let you build wealth efficiently. • Set-up different strategies for Traditional and Roth 401(k) investments • Mega Backdoor Roth support to convert after-tax contributions into Roth dollars, unlocking higher 401(k) contributions Use your workplace retirement plan to achieve your goals, on your terms.

We’ve re-built the 401(k) to offer the most flexibility, whether you want to “press the easy button” or dive in deep to craft your own investment strategy and maximize your tax benefits.

We’ve re-built the 401(k) to offer the most flexibility, whether you want to “press the easy button” or dive in deep to craft your own investment strategy and maximize your tax benefits.

Why Basic Capital

Body

Why Basic Capital

Body

Why Basic Capital

Body

Modern Tools

• Mobile-first design that give you real-time insight on your investments • Education and planning that help you craft a long-term wealth building strategy • Streamlined tax-planning. Do Roth conversions and change contribution elections in just a few clicks

Modern Tools

• Mobile-first design that give you real-time insight on your investments • Education and planning that help you craft a long-term wealth building strategy • Streamlined tax-planning. Do Roth conversions and change contribution elections in just a few clicks

On-demand support

• Get answers in under 15 minutes — no 1-800 numbers, no hold music, no runaround • Talk to a specialist who actually knows your plan • Onboarding and education that get you up to speed on every benefit and feature

On-demand support

• Get answers in under 15 minutes — no 1-800 numbers, no hold music, no runaround • Talk to a specialist who actually knows your plan • Onboarding and education that get you up to speed on every benefit and feature

On-demand support

• Get answers in under 15 minutes — no 1-800 numbers, no hold music, no runaround • Talk to a specialist who actually knows your plan • Onboarding and education that get you up to speed on every benefit and feature

Investment choice

• Keep it simple with passive options or target-date funds • Craft a personalized strategy across funds, stocks & crypto • Use The Retirement Mortgage to get more investing power with every contribution

Investment choice

• Keep it simple with passive options or target-date funds • Craft a personalized strategy across funds, stocks & crypto • Use The Retirement Mortgage to get more investing power with every contribution

Investment choice

• Keep it simple with passive options or target-date funds • Craft a personalized strategy across funds, stocks & crypto • Use The Retirement Mortgage to get more investing power with every contribution

Case studies

Companies across industries are changing the way they 401(k).

Case studies

Companies across industries are changing the way they 401(k).

Case studies

Companies across industries are changing the way they 401(k).

© 2025 Basic Capital. All rights reserved, Privacy Policy, Terms of Service, Cookie Policy

No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by Basic Capital Advisors, LLC pursuant to a written advisory agreement between such entity and the recipient.

The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor’s individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio. Basic Capital financing is structured as preferred equity, not a loan. Basic Capital is not a lender, and this is not a lending product. Upon liquidation of your position, Basic Capital receives 5% of gains in addition to the return of invested capital.

This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials.

Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Basic Capital believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore.

Basic Capital is not a bank. Certain services are offered through Plaid, Fragment, Apex and Footprint and none of such entities is affiliated with Basic Capital. By using the services offered by any of these entities you acknowledge and accept their respective disclosures and agreements, as applicable.

Articles or information from third-party media outside of this domain may discuss Basic Capital or relate to information contained herein, but Basic Capital does not approve and is not responsible for such content.

The description of our investment policy and eligibility criteria is provided solely to outline the parameters of our platform and the types of assets it may support. This information is for informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any security. Participation decisions are the sole responsibility of each investor, who should rely on their own judgment and, where appropriate, the advice of independent professional advisers.

Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf.

Basic Capital, 52 Walker Street, 5th Floor, New York, NY 10013. 855-800-8322

© 2025 Basic Capital. All rights reserved, Privacy Policy, Terms of Service, Cookie Policy

No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by Basic Capital Advisors, LLC pursuant to a written advisory agreement between such entity and the recipient.

The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor’s individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio. Basic Capital financing is structured as preferred equity, not a loan. Basic Capital is not a lender, and this is not a lending product. Upon liquidation of your position, Basic Capital receives 5% of gains in addition to the return of invested capital.

This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials.

Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Basic Capital believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore.

Basic Capital is not a bank. Certain services are offered through Plaid, Fragment, Apex and Footprint and none of such entities is affiliated with Basic Capital. By using the services offered by any of these entities you acknowledge and accept their respective disclosures and agreements, as applicable.

Articles or information from third-party media outside of this domain may discuss Basic Capital or relate to information contained herein, but Basic Capital does not approve and is not responsible for such content.

The description of our investment policy and eligibility criteria is provided solely to outline the parameters of our platform and the types of assets it may support. This information is for informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any security. Participation decisions are the sole responsibility of each investor, who should rely on their own judgment and, where appropriate, the advice of independent professional advisers.

Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf.

Basic Capital, 52 Walker Street, 5th Floor, New York, NY 10013. 855-800-8322

© 2025 Basic Capital. All rights reserved, Privacy Policy, Terms of Service, Cookie Policy

No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by Basic Capital Advisors, LLC pursuant to a written advisory agreement between such entity and the recipient.

The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor’s individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio. Basic Capital financing is structured as preferred equity, not a loan. Basic Capital is not a lender, and this is not a lending product. Upon liquidation of your position, Basic Capital receives 5% of gains in addition to the return of invested capital.

This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials.

Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Basic Capital believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore.

Basic Capital is not a bank. Certain services are offered through Plaid, Fragment, Apex and Footprint and none of such entities is affiliated with Basic Capital. By using the services offered by any of these entities you acknowledge and accept their respective disclosures and agreements, as applicable.

Articles or information from third-party media outside of this domain may discuss Basic Capital or relate to information contained herein, but Basic Capital does not approve and is not responsible for such content.

The description of our investment policy and eligibility criteria is provided solely to outline the parameters of our platform and the types of assets it may support. This information is for informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any security. Participation decisions are the sole responsibility of each investor, who should rely on their own judgment and, where appropriate, the advice of independent professional advisers.

Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf.

Basic Capital, 52 Walker Street, 5th Floor, New York, NY 10013. 855-800-8322