Solo 401(k)
Solo 401k vs. Self-Directed IRA
In terms of choosing the Solo 401k vs. Self-Directed IRA LLC, participants should choose the Solo 401k plan if eligible. The robust features of the
December 4, 2023
Solo 401(k)
Why Choose a Solo 401(k) vs. SIMPLE IRA?
A SIMPLE IRA plan is similar to a Solo 401k Plan in that it is funded by employee deferrals and additional employer contributions. However, unlike
December 4, 2023
Solo 401(k)
Can I Open a Solo 401(k) if I Have Job?
Even if you have a full-time job, so long as you meet the eligibility requirements, you can start a Solo 401(k) for your side business.
December 1, 2023
Self-Directed IRA
What is the UBTI Tax Rate?
The UBTI Tax Rate prevents tax-exempt entities from competing unfairly with taxable entities. Learn more about the UBTI tax and how it may affect you.
November 29, 2023
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)
Solo 401(k) for Investment Funds
The Pocket 401k is essentially a Solo 401k, allowing you to make higher contributions, borrow money and invest without custodian consent.
November 4, 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)
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)
Solo 401k Eligibility & Plan Setup
The eligibility requirements for starting a Solo 401(k) plan are very straightforward. In this article, we’ll explain who can establish a Solo 401(k).
September 28, 2023
