Tag Archives: real estate

Top Self-Directed 401k Investments & Rules

A self-directed 401k also known as a solo 401k is a popular retirement  plan for the self-employed with no full-time W-2 employees. What makes the self-directed 401k so popular over other self-employed plans (e.g., DBP, SEP IRA and SIMPLE IRA) is the ability to easily self-direct it into both traditional investments (e.g., stocks and mutual […]

Margin Account and Solo 401k

1. There will be no problem with me and my wife both getting a solo 401k, right?  We can both be considered self employed. Yes provided that you are both working in the same self-employed business. 2. Would a margin stock account within a solo 401k be worth it?  It sounds like you get taxed […]

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 […]

Self-Directed 401k Checkbook Control Do’s and Don’ts

While a Self-Directed 401k with checkbook control is not required in order to gain access to investing in alternative investments such as real estate, precious metals, trust deeds, tax liens, private company shares (passively only) and even foreign real estate in places such as China, Italy, Greece, Mexico, Costa Rica, Canada, India, etc., if you […]

Transfer or deposit tax lien real property to a solo 401k trust

QUESTION: 3 years ago, just before we founded the Solo 401K trust account, I purchased some Tax liens with after tax money (not SEP or IRA). Now, I have the opportunity to apply for three property deeds, at a fee of course.  Can I pay these fees and put the properties in my Solo Trust’s name, using my Solo […]

MENU