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 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
Simpler PPP Forgiveness for Loans Under $50000
Did you apply for a Paycheck Protection Program (PPP) loan? Was your PPP loan amount for $50000 or less? If so, your loan forgiveness procedure may
NEWS: PPP Forgiveness for Loans Under $150k
According to the National Federation of Independent Business (NFIB), about 85% of all the approved Paycheck Protection Program (PPP) loans were for
Include Your Spouse in a Solo 401k (Webinar Replay)
Should you include your spouse in your Solo 401k? We discussed the various roles in a Solo 401k, and what each role can do. You wear many hats in
Non-Recourse Lending & Your Retirement Account (Webinar Replay)
Want to fund your real estate deal in your retirement plan? Then you need to know about non-recourse lending. If you're a real estate investor, this
PPP Repayment Guidance – Revised and Final Rules
Finally, PPP Repayment guidance is here! The best news is that the Paycheck Protection Program (PPP) loans are 100% forgiven if you meet certain
Turn Your Hobby Into a Business
If you have a passion or skill as a hobby, consider turning that hobby into a business to qualify for the self-directed Solo 401k. You’ve heard the
Solo 401k and CARES Act (Webinar Replay)
Join us for a helpful training on the Solo 401k and CARES Act. Learn how you may be able to access retirement funds, if needed, including a