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
How to Start and Manage Your Home Budget
Because you are reading this financial blog, it’s likely that you already have a home budget. Maybe it’s a formal budget that you stringently follow.
How Do I Know if I Have Passive vs Active Business Income?
Passive vs active income. It's a topic we cover often with new clients hoping to set up a Solo 401k. Only active business income qualifies you to have
NEWS: PPP Forgiveness for Loans Under $150k
According to the National Federation of Independent Business (NFIB), about 85% of all the approved Paycheck Protection Program (PPP) loans were for
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
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