Finding ways to compliantly create favorable tax deduction is an important part of wealth and estate planning. People astute enough to acquire
Checkbook Control IRA LLC Adds Protection To Retirement
Did you know a special type of IRA called the Checkbook Control IRA LLC can invest in almost anything? Most people incorrectly assume the only
UBIT, Margin Accounts and the Solo 401k
Will you pay UBIT if your Solo 401k opens a margin account? When you’re weighing retirement account options, one question stands above the rest. Yes,
Is Solo 401k Protection in Lawsuits Better Than an IRA?
Does your Solo 401k have more protection than an IRA? Retirement accounts have many benefits beyond the well-known tax breaks. One key benefit is
Charitable Remainder Trust: Protect Your Solo 401k Assets
The Charitable Remainder Trust (CRT) isn’t for everyone but for some it’s a perfect fit with a Solo 401k or other retirement vehicle. A CRT is an
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
Who Inherits a Solo 401k?
Putting together your estate plan can be frustrating at times. On top of your regular assets, such as your house, car, bank and brokerage accounts,
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
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