Author Archives: George Blower

Solo 401k Webinar – Deep Dive Compare Self-directed Roth 401k VS. Roth IRA

Please check out our webinar for an in-depth discussion of the differences between self-directed Roth 401k vs. Roth IRA. Roth 401k vs Roth IRA Technical Differences Practical Considerations How to get more info about your situation Compare Roth IRA vs. Roth Solo 401k Compare Roth IRA vs. Roth Solo 401k Compare Roth IRA vs. Roth […]

E*TRADE Solo 401k Restatement Review – How to Change to a Self-directed Solo 401k

Please check out our webinar as we discuss the top reasons why clients transfer or switch their solo 401k at E*TRADE to a self-directed Solo 401k with us including The process The costs The ongoing compliance support that we provide. Restatement –E*TRADE to Self-directed Solo 401k Reasons to Switch 100% FLAT FEE self-directed plan including Mega Backdoor […]

Deep Dive – CARES Act Distributions: Payback, Taxes & Reporting

Please listen to an in-depth discussion of the rules applicable to distributions under the CARES Act including: How to take a distribution Spreading Taxes over 3 years Tax Reporting Payback Rules & Examples CARES Act Distributions (CRD) –Basics Qualify: Individual or his/her household member is impacted medically or financially by COVID-19 in one of the […]

SBA Loan Down Payment: How to Use 401k/IRA Tax & Penalty-Free

Please check out today’s webinar regarding using your 401k/IRA funds as tax & penalty-free down payment for an SBA Loan. Click HERE to Pre-Qualify for an SBA Small Business Loan SBA Loan FAQs: CLICK HERE How to Use Your 401k/IRA as an SBA Loan Down Payment: Tax-Penalty Free A rollover as business startup (ROBS) transaction […]

Ubiquity Solo 401k Review – Top Reasons to Upgrade to a Self-Directed Solo 401k

Please check out our webinar as we discuss the top reasons why clients transfer or switch restate their solo 401k at Ubiquity to a self-directed Solo 401k with us including The process The costs The ongoing compliance support that we provide. Restatement –Ubiquity to Self-directed Solo 401k Reasons to Switch 100% FLAT FEE self-directed plan […]

MENU