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 ... Continue Reading
I recently sat down with Eric Wikstrom – CPA, CFP, & Founder of Integrated Wealth Strategies. In this segment we briefly discuss the Solo 401k and how it differs from a Self Directed IRA. The following clip observes the benefits of unrestricted investment choices. Continue Reading
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 fra ... Continue Reading