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
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
How to Claim Solo 401k Contributions on Your Tax Return
It's not too late to make contributions to your Solo 401k plan for 2019. And remember to claim the Solo 401k deductions on your tax return. Get it
Can Your Solo 401k Have a Credit Card?
Having financial options is a good thing. Today, there are several options available to leverage money in ways that can you make more money for your
Non-Spouse Trustees In Your Solo 401k Plan – ERISA Bonds
Can Your Solo 401k Have a Non-Spouse Trustee? The Solo 401k trustee has a very important role in a retirement plan. The trustee is the person who