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Integrating Solo 401(k) Plans and HSAs for Retirement Success

Discover how to effectively combine Solo 401(k) plans with HSAs to enhance your retirement savings strategy.

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Roth SEP IRA: Game-Changing Retirement Plan Every Self-Employed Person Must Know

The Roth SEP IRA is a newly introduced retirement savings vehicle that blends the features of the SEP IRA with the benefits of a Roth account.

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How Self-Directed Roth IRAs Can Help You Build Generational Wealth

Self-Directed Roth IRAs offer a powerful way to build generational wealth since they provide more investment flexibility and significant tax advantages over traditional IRAs.

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Top Retirement Plans for LLC Owners: Options You Need to Know

Wondering what the best retirement plans for LLC owners are - we break down top options like SEP IRAs, Solo 401(k) plans, traditional and Roth IRAs, SIMPLE IRAs, and Defined Benefit Plans.

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How Increased Tariffs Are Impacting the Stock Market, and Retirement Accounts, and Why a Self-Directed IRA Might Be the Solution

As the stock market continues to suffer from the effects of these rising tariffs, many investors are now looking for ways to protect their hard-earned savings.

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Essential Self-Directed IRA Rules: Dos and Don’ts

Navigating Self-Directed IRA rules is key to avoiding penalties and optimizing your retirement portfolio. This guide covers prohibited transactions, permitted investments, and compliance basics you need to know.

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Do I need an EIN for my Solo 401(k)?

To have control of your Solo 401(k) plan and establish a bank account for the plan, you will generally need to have an Employer Identification Number (EIN).

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Capital Gains Tax in an IRA: Understanding Tax and the Self-Directed IRA

Most investments are subject to capital gains tax, but when held in a Self-Directed IRA, those taxes are deferred, allowing for tax-advantaged growth over time.

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Solo 401(k) Rules for a Single Member LLC

Learn the rules of the Solo 401(k) if you have a single member LLC. Plus, understand the investment retirement plan benefits, filing deadlines, and more.

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Top Tips for Accurate Self-Directed IRA Tax Reporting

Confused about Self-Directed IRA tax reporting? This article breaks down what you need to know, including key IRS forms, how to report different types of income, and tips to avoid common errors.

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