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Solo 401(k)

Solo 401k Plan Controlled Group Rules

Solo 401k Plan Controlled Group Some of our Solo 401k clients ask whether a business or individual can adopt a separate Solo 401k plan for

March 4, 2024

Solo 401(k)

Using a Loan with the Solo 401k Plan

Retirement investors often wonder if they can use a Solo 401k plan loan to make investments that require leverage, such as real estate. How does

March 4, 2024

Can I Still do a Mega Backdoor Roth Solo 401(k) Contribution in 2024 for the 2023 Taxable Year?

If you are a Roth lover and are self-employed or have a small business with no full-time employees, then you absolutely need to keep reading

March 4, 2024

Self-Directed IRA

3 Tips to Protect Your IRA From Creditors

You can protect your IRA from creditor by setting up a self-directed IRA LLC. IRA protection is also dependent on what state you live in. Nevada offers the maximum asset creditor protection of all states.

March 4, 2024

Self-Directed IRA

The Self-Directed IRA LLC Operating Agreement

The LLC Operating Agreement is the core document that is referred to when issues concerning the LLC need to be resolved. The LLC Operating Agreement

March 4, 2024

Estate Planning opportunities with an IRA

Self-Directed IRA

Estate Planning Opportunities with a Self-Directed Roth IRA

There are significant tax benefits in using a Self-Directed Roth IRA LLC to make investments. However, the Roth IRA also offers several very exciting estate

March 3, 2024

Solo 401(k)

Venture Capital Investments with a Solo 401(k)

Venture capital investments with a Solo 401k offers tax-advantages and control, but investors must beware of the IRS prohibited transaction rules.

March 3, 2024

Self-Directed IRA

Self-Directed IRA Rules Investors Commonly Break

Self-directed IRA rules do exist, and it’s important to know these rules to keep your IRA IRS compliant. Such rules include prohibited investments and disqualified persons.

March 1, 2024