A recent “Money News” segment featured our upcoming Solo 401k event. The “Year End Tax Saving Strategies” seminar is open to investors in the Southern California area. Our president will share strategies for saving on taxes, maximizing tax deductions, and investing.
Sense Financial partners with clients to establish self-directed retirement accounts with checkbook control. These vehicles give control back to the individual, empowering them to invest their retirement funds in a wide variety of investment options.
Sense Financial also directs considerable efforts toward educating and equipping investors. We strongly believe that no one cares as much about your retirement as you do. This upcoming event is just one example.
Read the excerpt below to learn more.
Tax planning event
Those people who are tired of paying hard earned money in taxes every year rather than being able to invest for the future are invited to attend the upcoming “Year End Tax Saving Strategies” Orange County Investment Club networking event in Irvine on November 6th. Attendees will learn the powerful strategies of using self directed Solo 401k to maximize their tax deductions as well as other useful tips used by professional investors.
Irvine, CA (PRWEB) October 22, 2012
On Tuesday, November 6th, Dmitriy Fomichenko, President of Sense Financial Services LLC, will be one of the featured speakers at the Hilton-Irvine Orange County Airport Hotel about year-end tax planning strategies to maximize profits. Meant to inform people about how to pay fewer taxes and make more of their own money work for them, this networking event will teach strategies about accelerating wealth and lead people towards financial independence. General topics covered will include:
- Moves that people must make before the end of the year with their own money
- New year-end tax change rules
- New proposed taxes for 2013
- Self directed investment strategies for year end
- Taxable income reduction strategies
- Tax saving strategies for the real estate investor, and much more
Mr. Fomichenko will speak specifically about the self-directed Solo 401(k), a retirement plan for people who work for themselves or own a business without any full-time employees beyond their spouse, in any capacity or structure. Truly self directed Solo 401k plans (also known as Individual 401ks or Owner-only 401ks) are meant for the small business owner or self-employed individual who want to use their retirement savings for investment in real estate, tax liens and tax deeds, businesses, precious metals and any other non-traditional investments on their own without the expense and delays associated with custodian on a tax-free or tax-deferred basis.
Below are some unique features of Solo 401k that will be covered in the presentation:
- What is a Solo 401k?
- Solo 401k rules
- Solo 401k contribution limits
- Solo 401k loan feature
- Compare SEP vs Solo 401k