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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Deciding between a Self Directed IRA and/or a Solo 401K Plan

May 12th, 2011

For most sole proprietorships and small business owners, selecting a retirement plan that best fits ones retirement and tax objectives is an important decision that merits careful consideration. Both the Self Directed IRA LLC and the Solo 401K Plan offer individuals the ability to make traditional as well as non-traditional investments, such as real tax-free and without custodian consent.

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