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
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
How Millennials Saving for Retirement Can Take Control
The 83.2 million millennials are widely considered to be the most educated and diverse group in U.S. history. However, millennials saving for
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
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.
How to Rollover Real Estate from an IRA LLC to a Solo 401k
If you hold real estate in a self-directed IRA or IRA LLC, this article is for you. Today, we'll discuss how to safely and easily rollover real estate
Solo 401k Turnkey Rental Pros and Cons
No one cares about your money more than you – nor should they! You’ve heard the phrase “60 is the new 40.” That’s great for your health and energy
Save Money on Taxes with the Solo 401k
The Tax Cuts and Jobs Act of 2017 changed a lot of things for a lot of tax payers. Tax savings are always a high priority. Many citizens were excited
Solo 401k Basics Series: What does a Document Sponsor do?
A Solo 401k document provider is a vital piece to the puzzle in controlling your own retirement funds. It's exciting to be in charge of your financial