The 83.2 million millennials are widely considered to be the most educated and diverse group in U.S. history. However, millennials saving for
Baby Boomers Working in Retirement or Time for Yourself?
Millions of baby boomers are working in retirement, or what should be their retirement years. This has a potential to drag down the economy for years
The Retirement Crisis (An Economic Catastrophe?)
The good news is people are living longer thanks to advances in medicine. The bad news is the retirement crisis is very real and happening right now.
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
Start Investing with your Solo 401k: Venture Capital
In part 5 of our series,"Start Investing with your Solo 401k" we'll cover Venture Capital. Click the links below to read the other installments in the
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.
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