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Checkbook Control 401K vs. Trustee Control 401k

Odds are good that if you’re considering the Self-Directed 401(k) as an investment vehicle for your retirement funds, you have at least heard the term “Checkbook Control.” You may even already have a grasp of…

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Charitable Gift Options Using a Self-Directed 401(k)

Charitable contributions are a popular strategy among the wealthy for lowering tax payments. But this method isn’t exclusively for the Michael Dells and Kim Kardashians of the world. Investors from all income levels, including you,…

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Deadlines for Making Contributions to a Solo-K

Nobody loves them, but deadlines are nonetheless an important part of “adulting.” This is particularly true when it comes to your Self-Directed 401(k). If you have ever participated in a traditional employer-sponsored 401(k), you likely…

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Benefits of a Self-Directed Roth 401(k)

Real estate investors are typically excellent candidates for self-directed retirement accounts, in no small part because of their experience with evaluating investment opportunities. But there is a world of options: Self-Directed IRAs, 401(k)s, and of…

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Double Your Real Estate Investment Return With a Tax-Efficient 401(k) Strategy

Did you know that you can use a self-directed IRA for your real estate investment? I’ve talked about this  before and you can read more from our article about self-directed IRA investments.  There’s no doubt…

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Beneficiary Mistakes — Self-Directed 401(k) or IRA

Designating a proper beneficiary is essential for retirement account holders to guarantee their interests will be served. Whether you’re using a Self-Directed IRA or 401(k), you want to ensure that you are doing the most…

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How a 401(k) Affects Real Estate Investors on Tax Day

You are probably already familiar with the benefits of a 401(k) for retirement planning. But did you know that using this type of account can also help you save on your taxes? In fact, there…

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Knowing the 2018 Self-Directed 401(k) Contribution Limits

Every year, the IRS updates contribution limits for the various types of retirement plans. If you want to ensure that you are getting the most out of your Self-Directed 401(k), you will want to know…

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401(k) Investment Options

For many individuals who want to plan ahead, a retirement account is one of the best means to save for the future. For most, an individual retirement account (IRA) or 401(k) plan are the primary…

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401(k) Loans and Prohibited Transactions

For those who want to save for retirement, a 401(k) account can help. If you are self-employed and do not have employees, you have the option of opening a self-directed 401(k) account. Unlike most company-sponsored…

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Self-Administration of Your Solo 401(k)

Self-administering a Solo 401(k) isn’t necessarily rocket science, but it does require strict compliance with both IRS and DOL regulations. Failure to comply can result in the IRS considering your retirement fund disbursed, penalizing you,…

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2018 401(k) Contribution Limits

There is no doubt – the Internal Revenue Service (IRS) is the governing body when it comes to your retirement account. For 2018, the IRS did not make any major changes. However, any change, regardless…

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401(k) Contribution Limits In 2018

There is no doubt – the Internal Revenue Service (IRS) is the…

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“Life Cycle” of a 401(k) Plan

When we talk about 401(k) plans having a life cycle, we mean…

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401K Plan Loans — Why 72(p) Can Assist Your Investments

People often wonder if they can borrow money from their 401(k) plans….

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401(k) Plans — Final Chance to File IRS Form 5500-EZ

If you have a self-directed 401(k), the Internal Revenue Service (IRS) requires…

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When a CPA Says The IRS Prohibits A Solo 401K From Investing in Real Estate

A lot of old school CPAs still believe that you can’t use retirement vehicles like 401(k)s or IRAs to invest in real estate. They say this despite the fact that thousands of people all over…

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The Self-Directed IRA Plan Asset Rules

When you open an individual retirement account (IRA), you do so as a way of saving for your golden years. An IRA allows you to invest in mutual funds, stocks and bonds. However, a self-directed IRA, also known as a SDIRA, permits much more. With your SDIRA, you can invest…

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Does the Manager of a 401(k) LLC Need a Real Estate License?

LLCs are magnificent legal creatures with a number of fantastic uses. One potential use is that they can act as an investment vehicle for your 401(k). They can also hold other LLCs. It is by…

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Terminating Your Self-Administered 401(k) Plan

For those who own a business and self-administer their own solo 401(k), there might be a point in time when you cease business operations or sell off the business. What happens to your solo 401(k)…

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Max Contribution Limits for Solo 401(k)

Everyone wants peace of mind when it comes to being financially secure by the time he or she will retire. Luckily, there are a lot of great retirement plan options available today. The most well…

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Knowing Your Solo 401(k) Benefits

Are you thinking about the best way to save for your retirement?…

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Prohibited Solo 401(k) Investments: What You Can’t Invest In With a Solo 401(k)

Planning for your retirement while you are still young and able-bodied enough…

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UBTI / UBIT / UDFI And Your Solo 401(k)

Are you saving for your retirement years? For many, a 401(k) allows them to benchmark and grow their retirement account. Unlike an individual retirement account (IRA) or a traditional 401(k), a solo 401(k) allows you…

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Real Estate Investing With Your 401(k)

Saving for your retirement is a great way to ensure you have a source of income even after you end your career. A 401(k) is a fairly standard way of doing this. With a 401(k),…

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