Finding ways to compliantly create favorable tax deduction is an important part of wealth and estate planning. People astute enough to acquire
Checkbook Control IRA LLC Adds Protection To Retirement
Did you know a special type of IRA called the Checkbook Control IRA LLC can invest in almost anything? Most people incorrectly assume the only
Solo 401k Deadline: 90 Days to Open Your Plan for 2019!
Fall is in the air, and you know what that means! The Solo 401k deadline to setup your plan is approaching! In fact, you only have 90 days left to
UBIT, Margin Accounts and the Solo 401k
Will you pay UBIT if your Solo 401k opens a margin account? When you’re weighing retirement account options, one question stands above the rest. Yes,
Opportunities for Solo 401k Investors in a Changing Market
There are many opportunities for Solo 401k investors, even in a changing real estate market. Whether your real estate glass is half full or half empty
Is Solo 401k Protection in Lawsuits Better Than an IRA?
Does your Solo 401k have more protection than an IRA? Retirement accounts have many benefits beyond the well-known tax breaks. One key benefit is
Charitable Remainder Trust: Protect Your Solo 401k Assets
The Charitable Remainder Trust (CRT) isn’t for everyone but for some it’s a perfect fit with a Solo 401k or other retirement vehicle. A CRT is an
What to Know about ERISA Qualified Retirement Plans
The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law. ERISA was created to protect employees who invest in their company
Who Inherits a Solo 401k?
Putting together your estate plan can be frustrating at times. On top of your regular assets, such as your house, car, bank and brokerage accounts,