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Self-Directed Solo 401(k)s: Here's What to Know


Access the Ultimate Guide to the Self-Directed Solo 401(k): Free guide reveals: - How you could possibly deduct $57,000 or more from your next tax bill - How to boost your buying power on your real estate or other investments - The unique qualifications for a solo 401(k) - A simple way to determine if you’re eligible for the account Solo 401(k)s, also known as Individual 401(k)s, give small business owners the power to invest more, deduct more, and save more. John Bowens walks through some of the attractive characters of a Solo 401(k) and why this is potentially a beneficial account type for people interested in investing in alternatives such as real estate, tax liens, joint ventures, and more. Although a Solo 401(k) can be an advantageous account, it may not be better than a Self-Directed IRA for some investors. John Bowens explains the differences between a Solo 401(k) and Self-Directed IRA to help investors determine which account may be best for them. Visit TrustETC.com to learn more about investing with a self-directed account at Equity Trust. Equity Trust is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional....(read more)



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Self-Directed Solo 401(k)s: Here’s What to Know Individuals who are self-employed or sole proprietors have an opportunity to take charge of their retirement savings with a Self-Directed Solo 401(k) plan. This type of plan allows individuals to make tax-deductible contributions to their retirement accounts while having control over investment decisions. Here's what to know about Self-Directed Solo 401(k)s. What is a Self-Directed Solo 401(k)? A Self-Directed Solo 401(k) is a retirement plan designed for individuals who are self-employed or sole proprietors. This type of plan allows you to make contributions as both an employer and an employee, which means you can contribute up to $57,000 in 2020 ($63,500 if you are over 50 years old). What are the Benefits of a Self-Directed Solo 401(k)? One of the main advantages of a Self-Directed Solo 401(k) is that it allows you to invest in a wide range of asset classes. With a traditional 401(k) plan, you are often limited to a few investment options chosen by the plan sponsor. With a Self-Directed Solo 401(k), you can invest in stocks, bonds, mutual funds, real estate, and more. Another major benefit is that Self-Directed Solo 401(k) contributions are tax-deductible. You can contribute up to 25% of your net earnings as the employer, and up to $19,500 (or $26,000 if you are over 50 years old) as the employee. This can significantly reduce your taxable income and lower your overall tax bill. What are the Rules of a Self-Directed Solo 401(k)? While a Self-Directed Solo 401(k) plan offers more investment flexibility, there are some rules and restrictions to be aware of. For example, you cannot use the plan to invest in collectibles or life insurance policies. You must also follow the investment guidelines set by the IRS, which prohibit self-dealing or using the plan for personal gain. Additionally, if you have employees, you may be required to offer the plan to them as well. It is essential to understand the contribution limits and distribution requirements of a Self-Directed Solo 401(k) to avoid potential penalties or taxes. How to Open a Self-Directed Solo 401(k) Opening a Self-Directed Solo 401(k) is relatively straightforward. You will need to find a plan provider and complete the necessary paperwork. Most providers offer online applications that make the process quick and easy. Once you have established the plan, you can begin making contributions and choosing your investment options. Conclusion A Self-Directed Solo 401(k) is an excellent retirement savings option for self-employed individuals and sole proprietors. It allows for more investment options and tax benefits while giving you control over your financial future. However, it is crucial to understand the rules and regulations of this type of plan and work with a trusted financial advisor to ensure compliance and maximize your investment potential. https://inflationprotection.org/self-directed-solo-401ks-heres-what-to-know/?feed_id=80886&_unique_id=641d2b0c48819 #Inflation #Retirement #GoldIRA #Wealth #Investing #equitytrust #individual401k #investinginalternatives #investinginrealestate #johnbowens #Retirement #retirementaccountforrealestate #retirementplanning #selfdirectedira #selfdirectedsolok #selfdirected401k #smallbusinessownerretirement #smallbusinessretirementaccounts #smallbusinessretirementplan #Solo401k #trustetc #SpousalIRA #equitytrust #individual401k #investinginalternatives #investinginrealestate #johnbowens #Retirement #retirementaccountforrealestate #retirementplanning #selfdirectedira #selfdirectedsolok #selfdirected401k #smallbusinessownerretirement #smallbusinessretirementaccounts #smallbusinessretirementplan #Solo401k #trustetc

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