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)
Private Equity Investments with a Solo 401k
Private equity investments with a Solo 401k provides tax advantages, however it is important to be aware of the prohibited transactions with the plan.
March 5, 2024
Solo 401(k)
Forex Trading with Your Solo 401k
Forex Trading with a Solo 401(k) has many benefits for small business owners and the self-employed. Invest in foreign exchange as the trustee of the Solo 401(k) plan.
March 5, 2024
Solo 401(k)
7 Side Gigs Anyone Can do to Establish Solo 401(k)
These are 7 side gigs anyone can do in order to generate self-employment income and be eligible to establish the Solo 401(k) plan.
March 5, 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
Solo 401(k)
Solo 401k Plan Controlled Group Rules
Solo 401k Plan Controlled Group Some of our Solo 401k clients ask whether a business or individual can adopt a separate Solo 401k plan for
March 4, 2024
Solo 401(k)
Using a Loan with the Solo 401k Plan
Retirement investors often wonder if they can use a Solo 401k plan loan to make investments that require leverage, such as real estate. How does
March 4, 2024
Solo 401(k)
Venture Capital Investments with a Solo 401(k)
Venture capital investments with a Solo 401k offers tax-advantages and control, but investors must beware of the IRS prohibited transaction rules.
March 3, 2024
Real Estate
Solo 401(k) or SEP IRA for Real Estate Investors?
The choice between the Solo 401(k) and SEP IRA for real estate investors is pretty clear: the Solo is the superior option! for many reasons!
February 29, 2024
Solo 401(k)
Can You Have Multiple Solo 401(k) Plans?
While technically you can have multiple Solo 401(k) plans, there is no real benefit due to the IRS controlled group rules.
February 27, 2024
