Tag Archives: self-directed 401k

Equity Trust Solo 401k Review/Compare vs Self-Directed Solo 401k

Equity Trust Solo 401k Review Please check out our webinar as we discuss the top reasons why clients transfer or switch their solo 401k at EQUITY TRUST 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. EQUITY TRUST vs. Self-directed Solo 401k […]

Solo 401k LiveChat Friday 6/26/2020 @2:30 EST – IRS Answers to Your CARES Act Questions

Please join LiveChat Friday 6/26/2020 @2:30 EST as Havard Law Attorney George Blower reviews new IRS guidance regarding CARES Act rules regarding: Who is eligible for relief under the CARES Act Suspended 401k loans $100k Coronavirus distributions Waived Required Minimum Distributions (RMDs) Contact us to learn more about your situation: https://www.mysolo401k.net/solo-401k/

Podcast – Deep Dive Re: Unrelated Business Income Tax (UBIT) & Unrelated Debt-Financed Income Tax (UDFI)

Please listen or watch to our in-depth discussion with Steven C. Hamilton II, EA, NTPI Fellow regarding how Unrelated Business Income Tax (UBIT/UBTI) and Unrelated Debt-Financed Income Tax applies to self-directed 401k and IRA retirement accounts. Learn More about UBIT/UDFI Learn more about opening a Solo 401k and self-directed IRA LLC with checkbook control. Contact […]

Podcast How to Get a Non-Recourse Loan for Self-directed Solo 401k & IRA Accounts

Please watch or listen to our podcast discussion with Non-Recourse Loan Expert Roger St. Pierre from MyIRALender.com. Roger shares his deep expertise in non-recourse loans for Self-directed Solo 401k and IRA retirement investments. How to Qualify for a Non-Recourse Loan for a Self-directed 401k/IRA Non-Recourse Loan Qualification Tool COVID-19 Impact to Non-Recourse Loans Residential, Commerical, […]

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 […]