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Posted in Setting up a Solo 401k on November 13, 2009

Open a Solo 401k for 2009 before it's too lat ...

If you’re looking for a tax break this year, there’s still time to open a Solo 401(K). But do your research and seek experts to help you understand the plan, how to manage your account without the need for a custodian which amounts to extra fees, and how to transfer your existing new plan. You’ll fin ... Continue Reading

Posted in Solo 401k Compliance, Solo 401k Investment Options & Ideas, UBIT/UBTI/UDFI Taxes on March 23, 2009

Where to find a nonrecourse loan for a Self Direct ...

For many real estate investors, leverage is a key factor to their plans for profits – leverage in the form of mortgage financing. When you introduce mortgage financing into Self Directed IRA ownership of real estate, a special tax called Unrelated Business Income Tax (UBIT) is triggered. The tax often isn’t ... Continue Reading