Solo 401k Checkbook IRA Blog | Individual 401(k)

What can you learn from the latest Google Docs attack?

The past couple of years has seen a rapid change in the way businesses are conducted. Any and every business operating in the present world has an online presence. Considering an increase in our online exposure, a little diligence could go a long way in securing your information. The latest Google Docs phishing attack is […]

5 Point Checklist to Keep Your Solo 401(k) Compliant

Solo 401(k)s have become a popular retirement plan option for self-employed persons. Unfortunately, many of the plans are not properly maintained and are at the risk of significant penalty and/or plan termination. If you have a Solo 401(k), you need to ensure that the 401(k) is being properly maintained. Here’s a quick checklist to make […]

How Freelancers in America are Keeping Up with Their Retirement

“If you’re not willing to risk the usual, you will have to settle for the ordinary.” ~ Jim Rohn Many freelance professionals or self-employed individuals would connect with what Jim Rohn said. Working as a freelancer has its own set of challenges and benefits, and judging by the numbers, freelancing is catching up in the […]

How to Achieve Financial Independence with Your Small Business?

Owning and operating a small business is a popular trend in the U.S. According to a report, more than 28 million small businesses operate in the country out of which, 22 million are self-employed, with no additional employees. When it comes to self-employment, a lot of people consider financial independence as one of its biggest […]

4 Perks of Solo 401k for Business Owners and Freelancers

“Save your money. You’re going to need twice as much money in your old age as you think.” — Michael Caine If you’re self-employed and trying to boost your retirement savings, Solo 401(k) plans are a potential option. Solo 401(k) plans are qualified retirement plans for self-employed professionals and business owners with no employees other […]

How to Start Real Estate Investing with Your Retirement Funds

Real Estate investing with retirement funds

“Buy land, they’re not making it anymore.” ~ Mark Twain Being real estate investors, none of us could deny what Mark Twain said here. Whether you’re just starting with real estate investing or have a long track record, you always want certain things to work in your favor. For starters, a day with 28 hours […]

Infographics: How to Establish a Solo 401k for Retirement?

If you don’t have a strong legal or financial understanding, it could be a challenge to establish a Solo 401k plan. Our team has put together a small infographics to help you get started. Infographic: How to establish a Solo 401k plan Plan Documents The first part of the process involves the creation of your […]

Self-Directed IRA Valuations: Why Does My Self-Directed IRA Custodian Ask for a Valuation Update Every Year?

If you have a self-directed IRA with non-publicly traded assets like real estate, private stock, or an LLC interest, you’ve definitely been asked for an annual fair market valuation for the assets in your account. Why does your IRA custodian ask for this every year? Because they have to. An IRA must report its fair […]

How to Choose Self-directed Retirement Plans for Your Future?

Choosing a self-directed retirement plan

Financial planning is an important aspect of real estate investing, and most of the realtors pay special attention to it. However, when it comes to retirement planning, we often prioritize other financial responsibilities instead. It’s critical to understand that you’ll need at least 80% of your current income to maintain your current standard of life […]

Infographic: 2017 Tax Deadlines Investors Can’t Miss From Now Until April 15th

Have you hired a CPA yet? Decided whether you want to file for an extension? For investors in particular, all of these looming 2017 tax deadlines might seem daunting. If you’re wondering where you should focus your attention as April approaches, use this visual representation to organize your thoughts. 2017 Tax Deadlines Investors Can’t Miss […]

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