Finding ways to compliantly create favorable tax deduction is an important part of wealth and estate planning. People astute enough to acquire
Solo 401k Deadline: 90 Days to Open Your Plan for 2019!
Fall is in the air, and you know what that means! The Solo 401k deadline to setup your plan is approaching! In fact, you only have 90 days left to
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,
Opportunities for Solo 401k Investors in a Changing Market
There are many opportunities for Solo 401k investors, even in a changing real estate market. Whether your real estate glass is half full or half empty
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
Start Investing with your Solo 401k: Buy Cryptocurrency
Let's jump back into more ways you can invest with your Solo 401k! In this installment of our series,"Start Investing with your Solo 401k" we'll cover
How Millennials Saving for Retirement Can Take Control
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