6 Minute Read There is generally no annual filing requirement unless your Solo 401(k) plan asset exceeds $250,000, then IRS Form 5500-EZ must be submitted.
3 Minute Read IRS Form 990 2020 & UBTI & UDFI have all been updated for the taxable year and that means that there’s more to learn before taxes go out.
4 Minute Read How to set up a retirement plan that offers Solo 401(k) employer profit sharing contributions with different percentages for the owners.
4 Minute Read A Solo 401k is the perfect retirement plan for sole proprietors, small businesses and independent contractors, such as consultants. Any business with no employees can…
3 Minute Read The Solo 401(k) Employee Deferral Rules state that you can contribute up to $19,500 ($26,000 if age 50+) for 2021 in pre-tax or Roth.
3 Minute Read When using self-directed retirement funds for a Real Estate Sale Leaseback, you must be aware of the UBTI tax ramifications.
4 Minute Read The Employer Profit Sharing Contribution rules can be tricky, however, there are ways to maximize your Solo 401(k) contributions.
3 Minute Read Saving enough for retirement can be a challenge, but with the right tools and accounts you can get prepared for a lifetime of living.
3 Minute Read Foreign investors and U.S. real estate have combined for billions in the past few years. Current challenges may make a better time for domestic investors.
3 Minute Read The all new IRA Financial App Version 4.1 brings more security, peace of mind and easier setup for investing your retirement funds.