The 83.2 million millennials are widely considered to be the most educated and diverse group in U.S. history. However, millennials saving for
Baby Boomers Working in Retirement or Time for Yourself?
Millions of baby boomers are working in retirement, or what should be their retirement years. This has a potential to drag down the economy for years
The Retirement Crisis (An Economic Catastrophe?)
The good news is people are living longer thanks to advances in medicine. The bad news is the retirement crisis is very real and happening right now.
Avoid UDFI Tax with the Self-Directed Solo 401k
Did you know the Solo 401k is exempt from paying UDFI, or the mortgage tax? Unrelated Debt Financed Income (UDFI) and Unrelated Business Income Tax
Solo 401k Turnkey Rental Pros and Cons
No one cares about your money more than you – nor should they! You’ve heard the phrase “60 is the new 40.” That’s great for your health and energy
Your Solo 401k and Divorce
Divorces can be messy. You have a lot going on both emotionally and financially. Financially, people often first think about the big items in their
Can You Contribute to Multiple Retirement Plans?
At times, retirement planning can seem to be more of a headache than anything. What is allowed? What’s not? Let’s say you’re working a full-time job
Solo 401k Basics Series: What does a Document Sponsor do?
A Solo 401k document provider is a vital piece to the puzzle in controlling your own retirement funds. It's exciting to be in charge of your financial
Use Your Solo 401k to Invest in Startups
Too often, self-employed professionals and business owners feel that their options for retirement savings are a bit lacking. That’s natural, as you do