Archive for the ‘Roth Solo 401K’ Category

2018 Solo 401(k) Contribution Limits Announced

October 23rd, 2017

Under the 2018 Solo 401(k) contribution rules, a plan participant under the age of 50 can make a maximum annual employee deferral contribution in the amount of $18,500. That amount can be made in pre-tax, after-tax or Roth. On the profit sharing side, the business can make a 25% (20% in the case of a […]

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What Are the Advantages of Using the Roth Solo 401k to Invest in Real Estate?

June 13th, 2017

Using a Solo 401(k) Plan with a Roth component to purchase real estate or make other alternative asset investments is most tax beneficial way to make such investments. With federal and state income tax rates expected to increase in the future, gaining the ability to generate tax-free returns from your retirement investments when you retire […]

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What is a True Solo 401k Plan Entail?

May 24th, 2017

The IRS approved solo 401(k) Plan has been used by hundreds of thousands of small businesses for over 30 years. However, the scope of options available to Solo 401(k) Plan participants is determined based on the plan documents. To this end, most financial institutions that offer Solo 401(k) Plan restrict the Plan participant to invest […]

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IRA Financial Group Vs. Fidelity Solo 401k Plan

March 16th, 2017

The Solo 401K Plan, also known as the Individual 401K or Self Directed 401K Plan is an IRS approved plan that was designed specifically for the self-employed or small business owner with no employees other than the owners(s). Since the adoption of the 2002 Economic Growth and Tax Reconciliation Act, the Solo 401K Plan has […]

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2016 Solo 401k Contribution Deadline Approaching

December 12th, 2016

The deadline for making Solo 401K Plan contributions is typically dependent on the type of entity that has adopted the Solo 401K Plan as well as the type of contribution – employee deferral vs. profit sharing contribution. Sole Proprietorship Employee Deferral In the case of a sole proprietorship, a business owner under the age of […]

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How to Select the Best Solo 401(k) Provider

May 4th, 2016

Selecting the best Solo 401(k) plan provider is an important decision that should be researched thoroughly.  Below are several tips to help you select the best Solo 401(k) Plan provider for your self-employed or small business retirement plan. 1. Always Make Sure You Are Working With a Tax & ERISA Professional: There are several companies […]

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Using a Roth Solo 401(k) to Invest in Real Estate

January 25th, 2016

Using a Solo 401(k) Plan with a Roth component to purchase real estate or make other alternative asset investments is most tax beneficial way to make such investments. With federal and state income tax rates expected to increase in the future, gaining the ability to generate tax-free returns from your retirement investments when you retire […]

Read More →




How to Select the Best Solo 401k Provider

July 21st, 2015

Selecting the best Solo 401(k) plan provider is an important decision that should be researched thoroughly.  Below are several tips to help you select the best Solo 401(k) Plan provider for your self-employed or small business retirement plan. 1. Always Make Sure You Are Working With a Tax & ERISA Professional: There are several companies […]

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