(Put the “I” back in Your IRA) Let’s begin with the basics. You can control your IRA. The acronym “IRA” simply stands for Individual Retirement
Be Smart About Growing Your Retirement Account
You want to be smart about growing your retirement account in a healthy way. Most people don’t realize how many different ways there are to save
Favorable Tax Deduction: Charitable Giving Trusts
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,