Author Archives: Mark Nolan

The Do’s & Don’ts of Solo 401k Promissory Note Investment

A popular investment made through a self-directed solo 401k is a promissory note investment for a variety of reasons including indirectly investing in real estate without having to take on the additional headaches that come along with investing in real estate. However, just specific rules apply when investing a solo 401k directly in real estate, […]

The Enhancing Emergency and Retirement Savings Act Would Allow for Penalty-Free “emergency Distribution” option from Solo 401k Plans and Self-Directed IRAs

On June 1, 2021 a proposed bill (The Enhancing Emergency and Retirement Savings Act) was introduced by by Senator James Lankford (R-OK) and Michael Bennet (D-CO). The proposed bill would provide a penalty-free “emergency distribution” option from employer-sponsored retirement accounts (e.g., solo 401k) and IRAs (e.g.., self-directed IRA). The main purpose of the bill is […]

The Do’s & Don’ts of Real Estate Solo 401k Investment

Investing a solo 401k in real estate can be a good way to diversify your nest egg.  Here are some do’s and don’ts to consider when investing a solo 401k in physical real estate like family homes, condos, and commercial real estate, to name a few. Video Slides: The Do’s & Don’ts of Real Estate […]

Good News: Impact of Biden’s Plan on Self-Directed Solo 401k

On May 28, 2021 President Biden released his first budget proposal under his presidency. The $6 trillion plan includes two proposals: American Jobs Plan, which addresses infrastructure, and the American Families Plan, which covers child care, paid family and medical leave. As far as retirement plans including self-directed IRAs and the self-directed solo 401k plans, […]

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