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Self-Directed Solo 401(k)

Solo 401(k) vs. Self-Directed SEP IRAs: Which is Better for Freelancers?

A freelancer—or anyone with a self-employment income that’s…

Run a Sole Proprietorship? These are the Self-Directed IRA Accounts You Should Consider

Running a sole proprietorship is one of the simplest ways to…
Solo 401(k)

Automating Your Self-Directed Solo 401(k) Investments

It’s easy to automate your finances when you receive a regular…

Retire Wealthy with these Self-Directed Solo 401(k) Saving Tips

If you were born between 1981 and 1996, they call you a millennial.…
Self-Directed IRA

Self-Directed Solo 401(k)s, Self-Directed SEP IRAs and Self-Directed SIMPLE IRAs – Which is Right for You?

Generally, small business owners and contractors have three choices…
Self-Directed 401(k)

Self-Directed Solo 401(k) Plans are a Powerful Option for Gig Economy Workers

The so-called “gig economy” is here to stay. According to…
Self-Directed Solo 401(k)

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

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

Estate Planning with Self-Directed Solo 401Ks and Self-Directed IRAs

If you are like most retirement investors, your accounts— Self-Directed…
Self-Directed Solo 401(k)

Self-Directed Solo 401(K)

When saving for retirement, many people use a Self-Directed Solo…
Self-Directed Solo 401(k)

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,…