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
The Difference Between Tax Deductions and Credits
If you have or are considering starting a Solo 401k, you are financially savvy. But you’re not likely a CPA, which means tax terminology can be
PPP Loan Forgiveness and the Solo 401k
So, you've received funding from the Paycheck Protection Program (PPP). But, now what? How can you follow the guidelines to ensure your PPP Loan
Solo 401k Contributions Allowed Through July
Let’s begin with a clear distinction. The extended tax filing deadline extends the date allowed for contributions to your Solo 401k. However, this is
Paycheck Protection Program (PPP) for Sole Proprietor
Small businesses, including sole proprietors qualify for loans under the Paycheck Protection Program (PPP). The second round provides an additional