Monthly Solo 401k E-newsletter from Sense Financial. Latest news on updates on self-directed retirement plans.
April e-Newsletter 2016 Client Success Story: “I Bought 3 Properties with My Solo 401k Plan” Webinar Recording: Making Double Digit Returns with Real Estate Have you been dreaming of making big money from buying and selling houses, building substantial streams of cash flow from income producing real estate, or just enjoying better profits […]
February Newsletter New Member of Sense Financial Team This month we are happy to welcome a new member to Sense Financial Team: Prakash Pandey, our new Brand Identity Manager. Prakash is an experienced online content writer with expert knowledge of the financial market and real estate industry. He has also worked with many small businesses […]
January 2016 Newsletter Pop Quiz: How much can you borrow from a Solo 401k plan with a total value of $60,000? $60,000 $30,000 $50,000 GAO Is Researching Non Traditional Investments within Self Directed Retirement Plans The US Government Accountability Office (GAO) is researching “non-traditional” investments within self directed retirement plans (again).Should this be a […]
December Newsletter With the holiday season approaching, we would like to take the time to thank you for your support in 2015. It’s been an honor to work with you in 2015 and we hope to continue our partnership in 2016 and beyond. Have a wonderful holiday season and many successful years to […]
November 2015 Newsletter Take the Driver’s Seat with Checkbook Solo 401k Upcoming Webinar: How to Invest in High Quality Commercial Real Estate Do you want to add high quality commercial real estate to your retirement plan? Are you tired of losing money to the stock market? Do you want to add low-risk investments […]
October Newsletter The Checkbook Control Feature Allows Me to Diversify Upcoming Webinar: Wring Out Tax Savings and Ring in the New Year: The Importance of Year-end Planning If you were unable to attend our live event last month, here is the chance to catch up! The end of 2015 is approaching and […]
September Newsletter Solo 401k Quick Tip: Non-Recourse Financing Upcoming Event: Wring Out Tax Savings and Ring in the New Year: The Importance of Year-end Planning The end of 2015 is approaching and it’s time to plan ahead for your taxes this year. It’s no secret that saving taxes accelerates wealth and compresses your […]
August Newsletter Help Me Support Make-A-Wish and St. Jude Children’s Research Hospital On October 18th, I’m participating in the sixth annual fundraising event “I Survived Real Estate”. Since 2008 the event has raised more than $470,000 for charity. This year, the event will support Make-A-Wish and St. Jude Children’s Research Hospital in hopes to […]
July Newsletter Pop Quiz: A Solo 401(k) cannot accept rollovers from which of these retirement accounts? An IRA A Roth IRA A Roth 401(k) Upcoming Important Deadlines July 31- Payroll Reports Due…If you own and operate an S-Corporation, or have employees, this is an absolutely critical deadline. There are payroll Forms required for both the State and IRS […]
June e-Newsletter True or False: A custodian is required for a Solo 401(k)? Find the answer in this Solo 401k Quick Tip video: Protect the Your Loved Ones with Life Insurance Life insurance is a vital part of the overall financial plan. Is your family protected with the life insurance? Do you know if you have […]