Solo 401k

Solo 401k Promissory Note Reconveyance / Foreclosed Note

BACKGROUND & QUESTION: Our solo 401K just foreclosed on a note and today got back the (fixer upper) property at the Trustee’s Sale, as no 3rd party bidders made a bid at today’s auction. Can we legally sell this new REO property (owned by the solo 401k) to ourselves for a penny over the minimum […]

Full In-Plan Roth Solo 401k Conversion of Real Estate Held in Pretax Solo 401k Account

After verifying with your solo 401k plan provider that the plan allows for in-plan conversions, the next step is to convert the real-estate property held in the pretax portion of the solo 401k to the Roth solo 401k (Roth designated account). Here are the typical steps that apply to an in-kind, in-plan conversion of a […]

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 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 […]