401(k) Rules & Regulations
Common 401(k) Rollover Mistakes
Learn the possible 401(k) rollover mistakes that you can make when deciding to move old 401(k) funds into a new retirement plan.
September 6, 2023
401(k) Rules & Regulations
Solo 401(k) Pretax Catch-Up Contributions Still Available Through 2026
The IRS has pushed back a major SECURE Act 2.0 provision that would require high earners to make catch-up contributions in Roth until 2026.
September 5, 2023
Solo 401(k)
Solo 401(k) Transactions That May Trigger UBTI Tax
The majority of investments you make with a Solo 401(k) plan will not be subject to tax. This is the beauty of investing in a
July 27, 2023
IRA Rules & Regulations
Real Estate UBTI – When Does it Apply?
In Mauldin v. Comr. 195 F.2d 714 (10th Cir. 1952), the court explained that there is no fixed formula or rule of thumb for determining
February 4, 2023
IRA Rules & Regulations
New 2023 RMD Rules You Need to Know
As you get closer to retirement age, you need to be mindful of the required minimum distribution (RMD) rules so you are withdrawing the required amount once you reach age 73.
January 31, 2023
Solo 401(k)
Can a Solo 401(k) Reduce Self-Employment Tax?
Can a solo 401(k) reduce self-employment tax? If you’re self-employed or a small business owner, discover the tax advantages of a Solo 401(k) plan today.
December 7, 2022
401(k) Rules & Regulations
What are the Solo 401(k) Rules?
The Solo 401(k) rules must be adhered to in order to maintain your plan and stay IRS compliant so you maintain the freedom to invest in almost anything.
November 6, 2022
401(k) Rules & Regulations
Solo 401k and the UBIT Rules
One of the advantages of using retirement funds, such as a 401(k), Solo 401k or an IRA to make investments is that in most cases
November 4, 2022
IRA Rules & Regulations
Required Minimum Distribution Rules
In general, excluding Roth IRAs, retirement plans, including Self-Directed IRAs and Solo 401(k) plans are subject to required minimum distributions (RMDs). The RMD rules are
September 15, 2022
Solo 401(k)
IRS Form 5500-EZ: Solo 401(k) Filing & Reporting Requirements for 2021 Taxable Year
You must submit IRS Form 5500-EZ if your Solo 401(k) plan asset exceeds $250,000. IRA Financial Group explains reporting requirements and instructions.
July 22, 2022
