As the pioneers of the Solo 401k, we are always on the hunt for great, dependable, profitable investments. Are you just getting started? If so,
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
2019 Solo 401k Deadline: 60 Days to Go!
Where did the time go? 2019 is quickly coming to a close. And that means you have 60 days to open your Solo 401k for 2019! According to IRS
Rental Investments with the Solo 401k
Real estate rentals and investments have long been the darling of self-directed IRA and Solo 401k plans. But, when it comes to retirement plans, rules
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
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