When to Choose a Solo 401k Plan Over a Self-Directed IRA

October 5th, 2016

A Solo 401(k) plan is an IRS approved retirement plan, which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The “one-participant 401(k) plan” or individual 401(k) Plan is not a new type of plan. It is a traditional 401k plan covering only one employee. Unlike […]

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Why Use a Solo 401K Plan over a Self-Directed IRA?

March 5th, 2012

There are a number of significant advantages of establishing a Solo 401K over an IRA. The first major advantage of a 401K or Solo 401K plan over an IRA is in the area of annual contributions.

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The Advantages of Using a Solo 401K Plan for California Real Estate Investments

August 31st, 2011

The ability to open the Solo 401K account at any local bank couples with the ability to adopt the plan without establishing an LLC, makes the Solo 401K the perfect retirement solution for any California retirement investor

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Solo 401K VS Self Directed IRA

August 30th, 2011

Like a Self Directed IRA LLC, by using a Solo 401K Plan with checkbook control, as trustee of the Solo 401K Plan you can make traditional (stocks, mutual funds, etc) as well as non-traditional investments

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The Charles Schwab Solo 401K Plan vs. The IRA Financial Group Solo 401K Plan

August 11th, 2011

Have an investment you want to make with your retirement funds, like real estate, but Charles Schwab won’t let you do it? Then IRA Financial Group’s Solo 401K Plan is your solution

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Using a Self Directed IRA or Solo 401K Plan to Buy Real Estate in Costa Rica

July 12th, 2011

Many U.S. investors have began to recognize the tax advantages of using a Self Directed IRA LLC with “Checkbook Control” to buy real estate in Costa Rica.

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Transferring Retirement Funds to a Solo 401K Plan

May 27th, 2011

Transfer retirement funds such as a Traditional IRA, SEP-IRA, SIMPLE IRA, 401 K, 403b, and most other pre-tax retirement plans tax-free from your current custodian to any financial institution or credit union who can serve as your Solo 401K Plan custodian for no fee.

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