Invest in Real Estate Tax-Free with a Solo 401k

May 16th, 2011

Did you know that funds in a 401K account may be invested in real estate? They can! Many people don’t realize that. That is because 401K accounts are traditionally set up with financial institutions that have the incentive to invest such funds in stocks, bonds and mutual funds due to, among other things, higher commission fees. On the other hand, if you are eligible to set up a Solo 401K, you will have “checkbook control” and will be able to invest such funds in real estate in addition to stocks, bonds and other traditional securities. The same, incidentally, is true for a Self Directed IRA, Self Directed Real IRA and a Self Directed Roth IRA.

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Can I Roll Roth IRA funds into a Solo 401k Plan?

May 6th, 2011

The only restriction is the Roth IRA funds (after-tax) are not permitted to be directly rolled into a Solo 401k Plan.

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