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Sunbelt Surge: 15 Cities Dominating the Growth Charts
Simply investing in any metro Sunbelt market is not a recipe for success. To catch a cresting wave of appreciation and cash flow, you’ll need to dive deep into the metrics […]
Warning: These States and Cities Are Becoming Uninvestable Due to Politics
Taxes and regulations impact your bottom line as an investor—and not always in direct or obvious ways. Unfortunately, as soon as you start talking about either one, the average person closes their […]
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Blogs

Self-Directed Solo 401k

ROTH Solo 401k Designated Account Direct Rollover to ROTH IRA

Wednesday, August 03

QUESTION: I want to roll over some of my Solo 401k Roth account to a Roth IRA. My understanding is that I am free to do this, correct? ANSWER: Because you are under age 59/12, and; therefore, have not satisfied both requirements under the Roth 401k Designat...

Nonrecourse Loan Debt for Self-Directed Solo 401k Investment

Wednesday, July 20

QUESTIONCan I make a non recourse loan to my solo 401k to complete a transaction? The loan will be short term in nature. I'm looking to purchase a promissory note with the funds and currently, there is not enough liquidity to complete the transaction.ANSWER: 1. You cannot use nonrecourse loans ...

Solo 401k Compliance

Friday, July 01

This video covers important solo 401k compliance items. Some of the items covered include the following: Account OpeningRolloversDistributionsLoansReal EstateOther InvestmentsFiling, Reporting & DeadlinesYou can also VIEW HERE for more information regarding the solo 401k rules.

Can I contribute to a 457(b) governmental plan and solo 401k?

Wednesday, June 22

QUESTION:Can I contribute to a 457(b) governmental plan and solo 401k at the same time?ANSWER: The answer is yes. Unlike 40k plans where the employee contributions have to be aggregate among all plans, the same rule does not apply to a 457b. For example, if you are currently participating in a 45...

Where do I deduct my annual solo 401k contribution?

Sunday, June 19

You first must identify the type of self-employed entity (e.g., sole proprietorship, corporation, or partnership) sponsoring the solo 401k plan to determine which tax return to claim the annual solo 401k contribution. Partnership or Sole-ProprietorshipIf the self-employed business is a partnershi...

Can I still keep my Solo 401k?

Thursday, June 16

QUESTION:Suppose I get sick & become disabled & not able to work, what do I do to keep my Solo 401K legit? Do I keep it since business is closed or what are my options? It IS with Fidelity . Reason I ask, is most likely I will be disabled soon, do to illness that recently happen to me....