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Solo 401k Compliance

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) ... Continue Reading

Posted in Setting up a Solo 401k, Solo 401k Compliance on March 18, 2009

Solo 401k provides checkbook control without a cus ...

With tens of thousands of self directed IRA investors utilizing LLC structures to enjoy “checkbook control” authority of their self directed IRA investments, this post may serve as great news for those who aim to follow suit. Solo 401(k) retirement plans can grant dir ... Continue Reading

Posted in Setting up a Solo 401k, Solo 401k Compliance on December 17, 2008

Why to self-trustee your Solo 401k plan: An argume ...

We have seen some unbelievable things over the past few years… especially the past few months. The only thing certain is that there is a lot of uncertainty ahead. If you haven’t already done so, right now I strongly suggest you watch the 30 minute condensed version o ... Continue Reading