Solo 401(k)
What is a Solo 401(k) Loan?
Solo 401(k) Loan – Learn about the rules surrounding the Solo 401(k) plan loan and how you can borrow up to $50,000, without tax or penalty.
October 26, 2021
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Solo 401(k)
What is the Mega Roth Strategy?
The advantage of using the mega Roth strategy is to maximize your retirement savings. Report Roth 401(k) plan conversions with IRS Form 1099-R.
November 17, 2020
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Solo 401(k)
Self-Employed? Are You Saving Enough for Retirement?
The self-employed are not saving for retirement, according to recent studies. But there are retirement plans available for them, like the Solo 401(k).
November 2, 2020
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Self-Directed IRA
Real Estate Investing Advice by Multi-Millionaires!
We share real estate investing advice by the world’s leading entrepreneurs who earned millions from their real estate ventures.
October 22, 2020
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Solo 401(k)
Open a Solo 401(k) at Your Local Bank with IRA Financial
Recently, IRA Financial partnered with Capital One Bank for our self-directed retirement plans. Now, you can open your own Capital One Solo 401(k) plan or
September 28, 2020
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Self-Directed IRA
Is the Real Estate Market Prime for Investors?
The real estate market is ever changing, now more than ever. However, using retirement funds to invest in the space remains as popular as ever.
June 1, 2020
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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; plus, UBTI rules don’t apply to a 401(k).
May 12, 2020
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Solo 401(k)
Solo 401(k) For Real Estate Investing
A Solo 401(k) for real estate investing is a tax-eficent way for the self-employed to hold the most popular asset class with retirement funds.
May 6, 2020
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Solo 401(k)
CARES Act and the Solo 401(k) Loan
The CARES Act and the Solo 401(k) Loan provision is a great way for the self-employed to borrow funds in light of the COVID-19 financial crisis.
May 4, 2020
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Self-Directed IRA
CARES Act – What Does it Mean for You?
Thanks to the CARES Act, most Americans will see some relief during this crisis. This includes easier access to use retirement funds as a last resort.
April 1, 2020
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