Solo 401k

IRS Releases 2019 Data Book Contains Indirect Solo 401k Data

The Internal Revenue Service Data Book describes activities conducted by the Internal Revenue Service during Fiscal Year 2019 (October 1, 2018, through September 30, 2019). It provides information on returns filed and taxes collected, enforcement, taxpayer assistance, the IRS budget and workforce, and other selected activities. Here are some of the highlights of the data […]

Solo 401k LiveChat Friday 6/26/2020 @2:30 EST – IRS Answers to Your CARES Act Questions

Please join LiveChat Friday 6/26/2020 @2:30 EST as Havard Law Attorney George Blower reviews new IRS guidance regarding CARES Act rules regarding: Who is eligible for relief under the CARES Act Suspended 401k loans $100k Coronavirus distributions Waived Required Minimum Distributions (RMDs) Contact us to learn more about your situation:

Podcast – Deep Dive Re: Unrelated Business Income Tax (UBIT) & Unrelated Debt-Financed Income Tax (UDFI)

Please listen or watch to our in-depth discussion with Steven C. Hamilton II, EA, NTPI Fellow regarding how Unrelated Business Income Tax (UBIT/UBTI) and Unrelated Debt-Financed Income Tax applies to self-directed 401k and IRA retirement accounts. Learn More about UBIT/UDFI Learn more about opening a Solo 401k and self-directed IRA LLC with checkbook control. Contact […]

Solo 401k Beneficiary Designation Form – Storage & Non-US Citizen

I am working with my estate planning attorney to set up my will/trusts and have filled out the designated beneficiary form for my self-directed Solo 401k.  QUESTIONS: Where do I keep the Solo 401k beneficiary election form?  Do I send you a copy or do I just keep it with my trust and will documents? […]

Podcast How to Get a Non-Recourse Loan for Self-directed Solo 401k & IRA Accounts

Please watch or listen to our podcast discussion with Non-Recourse Loan Expert Roger St. Pierre from Roger shares his deep expertise in non-recourse loans for Self-directed Solo 401k and IRA retirement investments. How to Qualify for a Non-Recourse Loan for a Self-directed 401k/IRA Non-Recourse Loan Qualification Tool COVID-19 Impact to Non-Recourse Loans Residential, Commerical, […]