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

Solo 401k Quick Tip Video: Buying a Retirement Investment Property

Retirement Strategy: Self-directed Solo k

If you’re a full-time real estate investor, you probably have some properties reserved to fund your retirement. However, if you’re a regular investor trying to diversify your portfolio through real estate investments, you may find it difficult to fund the purchase. What is the best way to gain real estate exposure without additional financial burden? […]

Self-directed IRA: How to diversify and grow your retirement portfolio

“The beauty of diversification is it’s about as close as you can get to a free lunch in investing.” Barry Ritholtz How do you feel about staking your entire future on the stock market? Risky, right! Who would do that? Surprisingly enough, a lot of investors are putting their money in the stock market directly […]

Infographics: 7 Retirement Savings Goals for 2017

“Goals are like magnets. They’ll attract the things that make them come true.” ~ Tony Robbins It’s the end of 2016 and an all new 2017 stands at your door. While enjoying the holidays with your family is an excellent way to begin the New Year, a little financial planning for the year would do […]

10 Insane (But True) Ways to Grow Small Business Profits

When you were a kid, you imagined becoming an entrepreneur — a dream that turned into reality a few years ago when you started your first small business and began enjoying the freedom of being your own boss. But, since then, your profits haven’t grown at the rate you’d hoped they would. If you can […]

Solo 401(k): A Good Retirement Savings Option for the Self-Employed

Among the available retirement options, Solo 401(k) plans are worth considering, due to their relatively high contribution limits, flexible investments and the ability to make after-tax Roth contributions. Here are some reasons self-employed business owners should consider Solo 401(k) plans. Higher limits Because the self-employed professional wears the dual hat of the employer as well […]

4 Key Tax Strategies to Implement Before the Year End

Don’t you just love this time of year? Pumpkins, turkeys, Christmas trees, and family gatherings. Nothing but good times. Unless, of course, you have taxes on your mind. Yikes! Today, I’m going to provide a few suggestions to help you relax and enjoy the holidays. While these tax strategies are primarily for flippers, developers, and […]

Infographic: 8 Retirement tips that will ensure a comfortable retirement

8 retirement tips to boost your retirement savings

How do you picture your retirement? Plenty of people are afraid of running out of retirement money later in their lives. Whether you have started saving early or late in life, it is possible to retire comfortably with a proper planning. Our team has put together a short Infographic covering retirement tips to help you […]

4 Tips for Making Small Business Tax Season Stress-Free

Article by Julie Morris Most small business owners love being in business for themselves, but these feelings are complicated when tax season rolls around. The complexities of taxes stress out small business owners and force many of them to hire expensive tax professionals to get through the tax filing process. The good news is, there […]

How to Adjust Your Retirement Planning as You Age

What do you fear most for your retirement? A 2015 Bankrate.com survey highlighted running out of money in retirement as the biggest fear of 23% of the Americans. While you may or may not share their fear, it is important to adjust your retirement planning as you age. Our team has put together a small […]

Election surprise – potential impact on the self-directed IRA legal landscape?

I know, I know, everyone is tired of talking about the Presidential election, but I wanted to say just a few quick words about the potential impact of the new administration (and congress), as those changes relate specifically to self-directed IRAs. As some of you might be aware, Senator Ron Wyden (D-Oregon; current Ranking Member […]

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