Author Archives: George Blower

ROBS 401K – Deep Dive Re Form 5500 Filing/Recordkeeping/Annual Compliance (IRS/DOL)

Please check out our webinar reviewing the annual Form 5500 requirement for ROBS 401k plans. ROBS 401K – What is Form 5500? “Informational” tax return Provides information about the 401k plan Filing the Form 5500 is consistently recognized by the Internal Revenue Service (IRS) and the Department of Labor as of one of the most […]

ErisX Review – How to Invest your Self-directed Solo 401k with ErisX

Live Webinar with ErisX Crypto Expert. Step-by-Step Guide to Open Solo 401k account at ErisX.

Can I earn interest on Crypto/Bitcoin in My Solo 401k/IRA?

Please check out our webinar where we review whether you can earn interest on cryptocurrency/bitcoin in a Solo 401k/IRA account IRS View of Cryptocurrency How to Invest Retirement Funds in Crypto How to Earn Interest on Crypto/Bitcoin Will the IRS tax interest on Crypto/Bitcoin in My Solo 401k/IRA? Video Slides: Can I Earn Interest on […]

Rookie SD 401k Real Estate Investment Questions

Looking to purchase a property with my SD 401K account funds. Since this will be my first time, want to make sure is done right. My wife is a real estate agent and was wondering if since commission paid is taxed, although comes from my Solo 401K to purchase, would she be able to collect […]

Equity Trust Solo 401k Review/Compare vs Self-Directed Solo 401k

Equity Trust Solo 401k Review Please check out our webinar as we discuss the top reasons why clients transfer or switch their solo 401k at EQUITY TRUST to a self-directed Solo 401k with us including: The reasons why clients switch The fees and costs The ongoing compliance support that we provide. EQUITY TRUST vs. Self-directed Solo 401k […]