With a self-directed Solo 401k plan, you are in complete control. This means you are the plan administrator, trustee, and record keeper. And it's
IRS Form 1099-R Filing and the Solo 401k
Did you move money out of your Solo 401k plan last year? If so, you might need to file form 1099-R with the IRS. The following activities
How to Terminate a Solo 401k plan
Terminating a retirement plan can seem like a daunting task. It might even appear extra challenging when your retirement plan is completely
How to Get Startup Funding from Your Retirement Account
Launching a new business is an exciting undertaking, and bringing your business to life can be incredibly rewarding. However, one element that stops
Can I Re-Fi Cash Out a Property in the Solo 401k?
Real estate is one of the most popular self-directed investments for many reasons: It's easy to obtain It can be fairly low risk Generates
Case Study: Solo 401k for Small Business Financing
When Andrew and Jenna came to Nabers Group, they were trying to launch their real estate wholesaling business. They had some money saved, but not
6 End of the Year Tax Deductions for Small Business Owners
Being a small business owner is hard work. Luckily, tax deductions for small business owners can give you a boost if you learn how to use
How do I inform the IRS that my address changed for the Solo 401k?
Moving is a part of life, and along with the hassle of moving, we also have to remember to give the new address to all the appropriate parties. What