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
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
Use Your Solo 401k to Invest in Startups
Too often, self-employed professionals and business owners feel that their options for retirement savings are a bit lacking. That’s natural, as you do
The Most Elusive & Dangerous Self-Directed Solo 401k Practice – Part 2
[Originally Published at JeffNabers.com] In the last post, you learned about how doing an active "entrepreneurship-ish" deal inside your Solo
The Most Elusive & Dangerous Self-Directed Solo 401k Practice
[Originally published at JeffNabers.com.] There's something that most "successful" Self-Directed Solo 401(k) investors do that can spin them out of
Unrelated Business Income Tax – UBIT for Solo 401(k) & IRA accounts
If you talk to the average CPA, he'll tell you that UBIT is the boogeyman and is to be avoided... always. Discussing this topic with an above average