Tag Archives: real estate

General Information: Investing a Solo 401k in Real Estate

Information Regarding Investing a Solo 401k Plan in Real Estate: For more information please see the following link: Non–recourse financing: Find lenders that specialize in non–recourse loans to solo 401k plans: CLICK HERE Real Estate Investment Procedure: Click Here Real Estate FAQs: Click Here Invest in Real Estate: Click Here Prohibited Transactions Self-Directed 401k Click Here Single Member LLC for Solo 401k Investing: While not required for investing in alternative […]

Paying Annual Taxes on Your Solo 401k Owned Property

Jus like property taxes apply to property owned personally, the same is true for property owned by your solo 401k plan. In all cases, property taxes will need to be paid for real estate property owned by your solo 401k plan.  Another way to refer to property taxes is by real estate taxes. The amount […]

ASCENSUS Individual k Review – How to Change to a Self-directed Solo 401k

ASCENSUS Individual k Review Please check out our webinar as we discuss the top reasons why clients transfer or switch their solo 401k at ASCENSUS to a self-directed Solo 401k with us including The reasons why clients switch The fees and costs The ongoing compliance support that we provide. Upgrade Your ASCENSUS Solo 401k Why Switch? 100% […]

Top Reasons to Change Your Fidelity Solo 401k to a Self-Directed Solo 401k

Please check out our webinar as we discuss the top reasons why clients transfer or switch change their “free” solo 401k at Fidelity to a self-directed Solo 401k with us including The process The costs The ongoing compliance support that we provide. Restatement –Fidelity to Self-directed Solo 401k Reasons to Switch Loans Roth/Mega Backdoor Roth […]

IRA LLC Owned Real Estate In-Kind Distribution Rules

Just like the IRA LLC rules allow for the distribution of cash, the same is true for the distribution of alternative investments owned by the IRA LLC. Alternative investments allowed in an IRA LLC include promissory notes, metals, tax liens, cryptocurrency, private placements and physical real estate, for example. For this post, we will address […]

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