Case Studies
Case Study: Solo 401(k) Precious Metals Investment
Here is a case study about a self-employed investor looking to invest in precious metals with a Solo 401(k).
August 23, 2024
Solo 401(k)
Maintaining Employer & Employee Deferral Contributions in Your Solo 401(k)
Maintaining employer & employee deferral contributions in your solo 401(k) is the best way to generate tax-deferred growth in a retirement plan.
August 12, 2024
Self-Directed IRA
UBTI Rules and House Flipping with Retirement Accounts
It’s easy to flip homes or engage in a real estate transaction with a Solo 401(k) plan. It’s as easy as writing a check from
August 5, 2024
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.
July 31, 2024
Solo 401(k)
Solo 401(k) Rollover vs Contribution
A Solo 401(k) rollover and contribution are two different ways to fund your new self-employed retirement plan.
July 16, 2024
Solo 401(k)
Solo 401(k) vs. SEP IRA: Which is Better?
The Solo 401(k) vs. SEP IRA is important to know for small business owners and the self-employed. There are more benefits with the Solo 401(k) Plan, like higher contributions and a tax-free loan.
July 3, 2024
Solo 401(k)
Why Choose a Solo 401(k) vs. SIMPLE IRA?
A SIMPLE IRA plan is similar to a Solo 401(k) plan in that it is funded by employee deferrals and additional employer contributions. However, unlike
June 10, 2024
Solo 401(k)
Solo 401(k) Asset & Credit Protection Benefits
Here is a state by state breakdown of your Solo 401(k) Asset and Creditor Protection, also known as Bankruptcy Protection to protect your assets.
May 16, 2024
Solo 401(k)
Is a Solo 401(k) Roth Employer Contribution Tax Deductible?
Thanks to the Secure Act 2.0, which became law in December 2022, Solo 401(k) employer profit-sharing contributions can now be made in pretax or Roth.
April 9, 2024
Solo 401(k)
Why Use a Solo 401k to Buy Real Estate
The Solo 401(k) for real estate is highly advantageous for investors who utilizeextra capital in the form of a nonrecourse loan. Learn why at IRA Financial.
April 2, 2024
