The Solo 401k deadline to establish a plan for 2020 rapidly approaches. This is the time of the year to think about how to lower your taxes. Convert
How to Start and Manage Your Home Budget
Because you are reading this financial blog, it’s likely that you already have a home budget. Maybe it’s a formal budget that you stringently follow.
What Is An Indirect Rollover and Should I Do It?
Looking to fund your Solo 401k from rollovers? You have two distinct ways to move your funds. You'll either complete a direct rollover or an indirect
How Do I Know if I Have Passive vs Active Business Income?
Passive vs active income. It's a topic we cover often with new clients hoping to set up a Solo 401k. Only active business income qualifies you to have
Participant Loan Webinar Replay: Be Your Own Bank
Do you need cash or access to capital?Maybe your business needs seed capital. Or perhaps you'd like to pay down some debt, fund a real estate flip,
Should You Add Cryptocurrency To Your Solo 401k?
What if you had invested $10,000 in the Amazon IPO? It’s probably no surprise that it would be worth something north of $8.5 million at the time this
5 Things to Know Before You Set Up a Solo 401k
So, you have been doing some research on alternative ways to invest your money and grow your retirement. On an internet search you come across the
Self-Directed Life Podcast: Invest in Tax Sales
Tax sales can be a great way to become a real estate investor. Tax sales are also known as tax liens, or tax auction properties. With a tax sale
Life Insurance Webinar: Protect Your Assets
A life insurance policy can provide immeasurable peace of mind as part of your investment and estate planning. On this special webinar training, we