Real estate rentals and investments have long been the darling of self-directed IRA and Solo 401k plans. But, when it comes to retirement plans, rules
Favorable Tax Deduction: Charitable Giving Trusts
Finding ways to compliantly create favorable tax deduction is an important part of wealth and estate planning. People astute enough to acquire
Solo 401k Deadline: 90 Days to Open Your Plan for 2019!
Fall is in the air, and you know what that means! The Solo 401k deadline to setup your plan is approaching! In fact, you only have 90 days left to
UBIT, Margin Accounts and the Solo 401k
Will you pay UBIT if your Solo 401k opens a margin account? When you’re weighing retirement account options, one question stands above the rest. Yes,
Is Solo 401k Protection in Lawsuits Better Than an IRA?
Does your Solo 401k have more protection than an IRA? Retirement accounts have many benefits beyond the well-known tax breaks. One key benefit is
What to Know about ERISA Qualified Retirement Plans
The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law. ERISA was created to protect employees who invest in their company
What’s in the Solo 401k plan documents?
Retirement plan documents are a mystery! If you're not an attorney or tax specialist, most of the paperwork is confusing. It's written in the language
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
Why Do I Need a Contingent Successor Trustee?
One of many important decisions you’ll make when setting up your Solo 401k is who will handle your affairs in the event that you’re no longer able to.