Did you know you can set up a new retirement plan before you file taxes and still make contributions for 2020?If you already have an IRA or Solo 401k
SECURE Act and the Solo 401k: Webinar Replay
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) became law in December 2019. Interestingly, this piece of legislation
Solo 401k and Controlled Groups
If you and your spouse own separate businesses, and those businesses each qualify for a Solo 401k (presence of self-employment business activity and
Can I Manage a Property Owned by My Solo 401k?
As the trustee of the account, you can buy and sell assets by simply signing a check in the name of the Solo 401k. If that is your definition of
30 Days: Solo 401k Deadline 2020
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
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
What Happens if I Over Contribute to a Solo 401k?
The Solo 401k account has the highest available contribution limits of any retirement account. That makes Solo 401k accounts especially favored by
Co-Investing with Your Spouse in a Solo 401k
If you have a Solo 401k, you can co-invest funds with your spouse in real estate. A highly valued advantage of a Solo 401k account is that prudent