Solo 401(k)
A Simple Guide to 401(k) Accounts
A 401(k) or Solo 401(k) can help you save for retirement and plan your future wealth. Learn more about what this account is and how it works.
November 9, 2023
Solo 401(k)
IRS Announces 2024 Solo 401(k) Contribution Limits
The IRS has released its 2024 Solo 401(k) contribution limit changes. IRA Financial is here with a breakdown of the changes we will see.
November 2, 2023
Solo 401(k)
Using a Solo 401(k) to Avoid UBIT for a Real Estate Investment Fund
If you’re eligible, the Solo 401(k) has an exception to avoid UBIT for a real estate investment fund, which can help maintain the tax advantages of the plan.
October 31, 2023
Solo 401(k)
Roth Solo 401(k) – Everything You Need to Know
A Roth Solo 401(k) plan is advantageous because it combines the benefits as a Solo 401(k) with those of the Roth IRA to generate tax-free income!
October 2, 2023
Solo 401(k)
The Best Solo 401(k) Saving Tips to Retire Wealthy
Solo 401(k) Saving Tips to retire wealthy – find out how you can save more with the Solo 401(k) if you’re self-employed or a small business owner.
September 20, 2023
Solo 401(k)
Solo 401(k) Advantages for Entrepreneurs
A Solo 401(k) is the perfect retirement plan for sole proprietors, small businesses and independent contractors, such as consultants. Any business with no employees can
August 24, 2023
Self-Directed IRA
Taking RMDs from Retirement Accounts
As we approach the end of the year, it’s time to start getting your retirement accounts in order. There are certain things you must do,
August 22, 2023
Solo 401(k)
Investing in Foreign Currencies & Options with a Solo 401(k)
The Pocket 401k for foreign currencies/options is the Solo 401(k), which allows you to invest in a world of assets without custodian consent.
August 2, 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
Solo 401(k)
3 Important Questions for Your Solo 401(k) Provider
A solo 401(k) provider must be able to answer your questions regarding the retirement plan. We provide the three most important questions to ask your provider.
July 17, 2023
