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Still Working into Retirement? Here’s how your Solo 401(K) Works

Case Study: George and Loretta, a married couple in their late…
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Self-Directed 401(K) Loans

Generally, a participant is not permitted to make a withdrawal…
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Baby Boomer, Gen X Retirement Saving Inadequate, Study Says

When it comes to retirement saving, the Baby Boomer generation…
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Is Congress Really Talking About Slashing Contribution Limits to 401ks including the Self-Directed Solo 401k ?

No. If they were, it would be big news to many of our clients,…
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Why Independent Contractors Should Consider a Self-Directed Solo 401k

Independent contractors should take note of the Self-Directed…
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Self-Directed Solo 401k Eligibility

The Self-Directed Solo 401k is a top-notch retirement vehicle…
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Self-Directed 401k – Using Loans To Make Investments

One of the most powerful features of the Self-Directed Solo 401k…
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Rolling Over A Former Employer’s 401k? Consider A Self-directed Solo 401k

Have a 401k from a former employer you need to either cash out…
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Business Owners -- Why the Self-Directed Solo 401k May Be The Choice For You

The answer depends on your situation, your goals, and how you…
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Save More For Retirement With a Self-Directed Solo 401k

Most people would love to set aside more money for retirement.…