Since the Consolidated Appropriations Act of 2023 was signed by President Biden on December 29, 2022, we have been reviewing the details. At over 350 pages, there is a lot to sort through. The omnibus budget package consolidated retirement rules…
On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023. The act includes over 350 pages of new retirement plan rules that comprise the much-anticipated SECURE Act 2.0. SECURE 2.0 implements a long list of significant changes…
The IRS on October 21st announced updates to IRA and 401(k) contribution limits for the 2023 tax year. The increases are some of the biggest in years and impact all investors from those with a contributory IRA to participants in…
A self-directed Solo 401(k) is one of the best retirement plan options for independent entrepreneurs. With a self-directed Solo 401(k), you can invest in anything the IRS rules allow for, including real estate, venture capital, cryptocurrency and more. Being able…
One of the benefits of the Solo 401(k) is the ability to borrow from the plan. As a qualified employer 401(k), a Solo 401(k) can issue a participant loan — just like a larger employer 401(k) style plan. For the…
Investing in notes secured by real property can be a great way to diversify your retirement portfolio in a self-directed IRA or Solo 401(k) plan. There are various types of notes that can provide attractive returns, including longer term private…
If you know someone with a great idea needing capital for a start-up, or a successful businessperson in your network who is looking for expansion funding, your self-directed IRA or Solo 401(K) plan might be able to participate in the…
Self-directed IRA and Solo 401(k) plans offer tremendous flexibility and investment choice. When you have a wide range of options, you can choose to invest in what you know best. What better way to protect and grow your retirement…
Owning income-producing real estate in your self-directed IRA is a great way to diversify and build wealth. Real estate is a solid asset with value cycles that are largely decoupled from the stock market and the daily news cycle. A…
A Self-Directed Solo 401(k) plan is a fantastic way to save for your retirement future. With a self-directed plan you can protect and grow your nest egg with a wide variety of investment types like real estate, venture capital, and…
