Solo 401(k)
Understanding the Affiliated Service Group Rules
One must be aware of the affiliated service group rules when establishing a Solo 401(k) when you own other businesses.
October 17, 2024
IRA Rules & Regulations
Understanding UBTI in a Retirement Account: What Investors Need to Know
Understanding UBTI and how it affects retirement accounts, the types of investments that can trigger the tax, and strategies to manage or avoid UBTI-related taxes will be discussed in the following.
September 16, 2024
Self-Directed IRA
UBTI Rules and House Flipping with Retirement Accounts
It’s easy to flip homes or engage in a real estate transaction with a Solo 401(k) plan. It’s as easy as writing a check from
August 5, 2024
Solo 401(k)
Can a Solo 401(k) Reduce Self-Employment Tax?
Can a solo 401(k) reduce self-employment tax? If you’re self-employed or a small business owner, discover the tax advantages of a Solo 401(k) plan today.
July 31, 2024
Solo 401(k)
Solo 401(k) Plan Distribution Rules
In this article, we provide a general overview of the Solo 401(k) plan distribution rules. It may seem unfair to some that one would need
March 28, 2024
Solo 401(k)
Solo 401k Nonrecourse Financing
Solo 401(k) nonrecourse financing – A nonrecourse loan is a loan not personally guaranteed by the plan participant. Find out how you can benefit with the solo 401(k) retirement plan.
March 7, 2024
401(k) Rules & Regulations
Solo 401(k) Tax Filing Rules
The major question to address when it comes to Solo 401(k) tax filing is: Are there any annual tax filing requirements for the plan? Since
March 6, 2024
Solo 401(k)
Does a Solo 401k Have the Same UBTI Rules as a Self Directed IRA LLC?
Yes and No. Like an IRA, the tax advantage of a Solo 401(k) Plan is that income is tax-free until distributed. In general, an exempt
March 4, 2024
IRA Rules & Regulations
Correcting a Prohibited Transaction
When correcting a prohibited transaction, you must undo the transaction so as to not be penalized, or in the case of an IRA, lose your tax-exempt account.
February 26, 2024
Solo 401(k)
Is ERISA Testing Required for a Solo 401(k) Plan?
Generally, because of how the Solo 401(k) plan is established, there are no ERISA nondiscrimination testing required for the plan.
February 16, 2024
