Investments | Solo 401k Unlimited® Investing

How To Get Help

April 5, 2011 By Jeff Nabers 1 Comment

Positive Change

[Originally posted at JeffNabers.com]

Cliff notes version:

I will be offering free one-on-one phone consulting to qualified people
In order to make room for that, I will no longer be offering free consulting in the form of blog comment responses

Here’s the skinny >>>

I’m making some changes to how I focus my energy and how I am able to help you with your wealth preservation and wealth building, both inside a Self-Directed IRA LLC or Solo 401(k) and outside of retirement funds.

Here’s what these changes will do for you:

If you are aimed down a path that is likely to succeed, we may get a chance to work together more intimately
If you are aimed down a path that is likely to destroy your wealth and frustrate you, you won’t get my help

Let me explain…

The #1 biggest factor making an impact your wealth right now is inflation.

Some people are trying to “beat” inflation by taking bigger risks to hopefully get bigger returns that will be bigger than inflation.

For 95% of my readers, that won’t work. It won’t work because bigger risks increase the gains and the losses, and over the long term most people will have worse performance as a result of taking bigger risks.

Around 5% of my readers have maybe figured out how to get bigger returns by spending more energy on some sort of system or process that yields larger returns. Moving forward, I don’t think that will continue working either.

Why won’t aggressive investment strategies work in the future?

Well… they will work and they won’t work. They will work in terms of turning your dollars into more dollars. They won’t work in terms or actual value adjusted for inflation.

This is because there is no limit to [Read more...]

Filed Under: Blog Tagged With: 401k, depression, economy, fed, hyper-inflation, hyperinflation, inflation, invest, investing, investment, investments, ira, ira llc, offshore, recession, self directed, self directed ira, self directed solo 401k, solo, solo 401k

The Most Elusive & Dangerous Self-Directed Solo 401k Practice – Part 2

November 18, 2010 By Jeff Nabers 8 Comments

[Originally Published at JeffNabers.com]

In the last post, you learned about how doing an active “entrepreneurship-ish” deal inside your Solo 401(k) is an open invitation for the IRS to tax the hell out of you.

In this post, you’ll learn the solution.

The solution is not to avoid doing active deals.
The solution is not to stop pursuing massive profits or to lock away your talents and skill to be unused.

The solution is to structure both your active entrepreneurship and your passive investment activity in a way that that puts you in the most control. Put another way, avoid giving the IRS an open invitation to tax attack you.

I bet you can guess where this is going (one commenter had a pretty good [Read more...]

Filed Under: Blog, Solo 401k Compliance, Solo 401k Contributions, Solo 401k Investment Options & Ideas, Solo 401k Maintenance, Solo 401k Participant Loans, Starting a Business, UBIT/UBTI/UDFI Taxes Tagged With: economy, investing, investments, real estate, recession, self directed ira, self directed solo 401k, solo 401k, solo k

A Major Improvement To Make Things Easier

November 11, 2010 By Jeff Nabers 4 Comments

Exciting news – we’ve just started implementing something that makes setting up a Solo 401(k) a much faster and easier process.

Now you can download a small piece of software that turns your computer into a portal for setting up your new Solo 401(k) in minutes.

Faster Creation

You can literally bring your Solo 401(k) plan into existence the same day that you get the software. You don’t have to be full-time self employed to qualify either; self-employment activity on the side of full-time employment elsewhere still qualifies you for the Solo 401(k).

Easier Transactions & Maintenance

It also makes certain tasks easier beyond setting up and funding the plan with rollovers. For instance, if you ever need to draw on the participant loan feature that lets you borrow up to $50,000 tax-free from your retirement funds, you can just fire up the software and get the loan funds (up to $50,000) in your hands on the same day.

Making contributions has never been easier. Use the software to instantly calculate your maximum legal contribution (up to $54,00) each year. Double that if your spouse is involved in your self-employment activity because she (or he) can contribute up to the same limits as well.

Clearer Benefit

There’s even a value calculator that shows you how much your 401k plan is measurably benefiting you. Most people find it’s in the tens or hundreds of thousands of dollars per year.

Total Control

And, of course, enjoying the power of controlling the checkbook for your own 401k investments comes with unlimited, legally-allowable possibilities… such as investing in:

Private businesses equity
Non-dollar, safe offshore investments
Private lending
Real estate
Tax liens
Virtually anything else (just no “self-dealing” or conflict-of-interest transactions)

After thousands of private trials gone smoothly and plenty of early adoption switch-over from our existing loyal clients, we’ll be doing a big promotion to celebrate making this available for new clients.

If you’re on my email list, you’ll be the first to get access.
[You can can join it if you haven't already]

Thanks for all your support, and everyone here at Nabers Group is ecstatic about unveiling our latest way to give back to the community!

Filed Under: Blog, Setting up a Solo 401k, Solo 401k Compliance, Solo 401k Contributions, Solo 401k Eligibility, Solo 401k Investment Options & Ideas, Solo 401k Maintenance, Solo 401k Participant Loans, Starting a Business Tagged With: asset, assets, choices, economy, entrepreneur, funding, funds, individual 401k, individual k, inflation, investing, investment, investments, ira, ira llc, loan, offshore, options, protection, recession, retirement account, retirement funds, safety, secure, self directed, self directed ira, self directed ira llc, small business, solo 401k, solo k

Self Directed Solo 401k Investment Options

November 29, 2008 By Jeff Nabers 7 Comments

In addition to saving money in a tax favored account, a Self Directed Solo 401k enables you to invest in virtually anything. Unknown to most people, retirement accounts and stock market investments do not have to go hand in hand. While the stock market only represents a small fraction of the investment opportunities out there, the Self Directed Solo 401k taps into those possibilities. Here’s a partial list of potential investments:

Precious Metals

Gold, silver, and platinum coins

Precious metals can offer a secure way to ensure wealth preservation. Gold has been used directly as money for the vast majority of human history. Own the only asset that has been time tested for thousands of years.

Real Estate

Cash purchased or leveraged, residential, commercial, land, options, tenants in common, mortgage notes, trust deeds, domestic or foreign

Owning real assets can be a predictable and understandable way to protect and grow wealth.

Private Companies

Stock in corporations, membership units in LLCs, promissory notes, private placements memorandums, hedge funds, domestic or foreign, revenue participation agreements

Invest in the startup or expansion of private companies… others’ or your own.

Miscellaneous

Foreign bank accounts
While you are probably [Read more...]

Filed Under: Blog, Solo 401k Investment Options & Ideas Tagged With: 401k, account, busienss, commercial, currency, debt, eocnomy, foreign, gold, invest, investing, investments, ira, ira llc, land, leverage, platinum, precious metals, private placement, real estate, residential, retirement, self directed, silver, solo, solo 401k, south america, startup, stock, stock market