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Self-directed IRAs have become increasingly popular among investors looking to diversify beyond traditional assets like mutual funds and publicly traded stocks. With a self-directed IRA, investors can access alternative investments such as: Real estate Private equity Promissory notes Cryptocurrency Precious metals However, despite this flexibility, self-directed IRAs are still governed by strict IRS rules regarding […]

If you’ve ever wondered whether you can roll your old 401(k) into your LLC—perhaps to invest in real estate, crypto, or private lending—you’re not alone. This is one of the most common questions we get from self-employed individuals each week. Watch: Learn about how you can invest through a solo 401k or a solo 401k […]

When people think about their retirement accounts, many assume the money is completely untouchable from lawsuits or creditors. But is that really the case? If you own a Solo 401(k), it’s important to understand where the protections begin—and where they end. In this post, we’ll break down how lawsuits could affect your Solo 401(k), the […]

If you’re self-employed and saving for retirement through a Solo 401(k), you may be wondering: What happens to my plan once I retire? Do you have to shut it down? Can you still keep your investments? And what about distributions—are they taxed, or can they be rolled over somewhere else? Let’s walk through your options. […]

Retirement accounts come with many rules—and making the wrong move could cost you in taxes, penalties, or lost benefits. One common question self-employed business owners ask is: Can I roll my Solo 401(k) into a SEP IRA? The answer is yes—but whether it makes sense depends on your situation. Watch: Learn if it Makes Sense […]