Tag Archives: disqualified party

Can My Business Loan Funds to My Spouse’s Solo 401k Plan?

QUESTION: My wife has a solo 401k account and would like to flip a house.  Can my business give her a 60% LTV mortgage on the house for her 401k to purchase?  Neither of us would benefit in the transaction vs. using a bank mortgage, but it would make it a quicker deal and the […]

A Primer on Self-Directed Solo 401k Prohibited Transactions

A Primer on Self-Directed Solo 401k Prohibited Transactions Investors like to open self-directed solo 401k plans because they want to diversify away from traditional investments (e.g., mutual funds, bonds, and stocks) and start investing in alternative investments such as real estate, private equity, promissory notes, tax liens and metals. Investors invest their solo 401k funds […]

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