Solo 401(k)
Mega Backdoor Roth Solo 401(k) – This is What You Need to Know
Utilizing the mega backdoor Roth Solo 401(k) strategy will allow self-employed individuals to supercharge their Roth retirement savings.
January 3, 2024
Solo 401(k)
Solo 401(k) Contribution Limits
Each year, the IRS sets the Solo 401(k) contribution limits. This is the maximum amount you may directly contribute to your plan annually.
January 2, 2024
Solo 401(k)
Real Estate Investing with a Solo 401(k)
Real Estate Investing with a Solo 401(k) is the most popular way to invest your retirement funds. As a bonus, the UBTI rules don’t apply with a 401(k).
December 28, 2023
Self-Directed IRA
Beneficiary Forms: Self-Directed IRA & Solo 401(k)
Beneficiary Forms pertaining to self-directed IRAs or Solo 401(k) plans can come with complex scenarios. IRA Financial Group can help you better understand the rules.
December 28, 2023
Solo 401(k)
Best Small Business Retirement Plans for 2024
Self-Employed Retirement Plans are plentiful, but the best option for most individuals is the Solo 401(k) or Individual 401(k).
December 26, 2023
Solo 401(k)
What is a Solo 401(k) Plan?
A Solo 401(k) plan is designed specifically for self-employed individuals and owner-only business owners that offer significant benefits over other plans.
December 19, 2023
Solo 401(k)
Solo 401(k) Tax Strategy – Maximize Contributions
Solo 401(k) Tax strategy allows retirement investors to make non-deductible contributions. Not all custodians allow this, but IRA Financial Group does.
December 11, 2023
Solo 401(k)
What is a Solo 401(k) Prohibited Transaction?
The Internal Revenue Code (IRC) & ERISA does not describe what a Solo 401(k) Plan can invest in, only what it cannot invest in. Internal
December 10, 2023
Self-Directed IRA
How to Correctly Achieve Retirement Portfolio Diversity
You can correctly achieve retirement portfolio diversity by investing from a wide range of asset classes that do not correlate/move in the same direction.
December 6, 2023
Solo 401(k)
Solo 401k & ERISA – The Law
What is ERISA? The Employee Retirement Income Security Act of 1974 (ERISA), enacted September 2, 1974, is an American federal statute that establishes minimum standards
December 4, 2023
