Solo 401(k)
How SECURE Act 2.0 Changed the 401(k) Controlled Group Rules
There are several provisions from SECURE Act 2.0 that have impacted the controlled group rules for Solo 401(k) plans.
November 19, 2024
Solo 401(k)
Solo 401(k) Rules for a Single Member LLC
Learn the rules of the Solo 401(k) if you have a single member LLC.
October 30, 2024
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
Solo 401(k)
Is a Solo 401(k) Roth Employer Contribution Tax Deductible?
Thanks to the SECURE Act 2.0, which became law in December 2022, Solo 401(k) employer profit-sharing contributions can now be made in pretax or Roth.
October 10, 2024
Case Studies
Case Study: Solo 401(k) Precious Metals Investment
Here is a case study about a self-employed investor looking to invest in precious metals with a Solo 401(k).
August 23, 2024
Solo 401(k)
Maintaining Employer & Employee Deferral Contributions in Your Solo 401(k)
Maintaining employer & employee deferral contributions in your solo 401(k) is the best way to generate tax-deferred growth in a retirement plan.
August 12, 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) Rollover vs Contribution
A Solo 401(k) rollover and contribution are two different ways to fund your new self-employed retirement plan.
July 16, 2024
Solo 401(k)
Solo 401(k) vs. SEP IRA: Which is Better?
The Solo 401(k) vs. SEP IRA is important to know for small business owners and the self-employed. There are more benefits with the Solo 401(k) Plan, like higher contributions and a tax-free loan.
July 3, 2024
