Timothy Sumer

How do I take a solo 401k loan from a brokerage account (Fidelity, Schwab, TD Ameritrade)? Book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan, commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investme...

Harvard Law Attorney George Blower discusses the top reasons why clients transfer or switch providers including from TD Ameritrade to a Self-directed Solo 401k. Learn More: The solo 401k plan, commonly referred to as self-directed Solo 41k is the retirement plan of choice for the self-employed or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020. -The ability to make pre-tax, Roth and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements and other types of alternative investments. Open an Account: Learn More: Subscribe to our channel for weekly educational webinars: For over 10 years, My Solo 401k Financial is the leading self-directed solo 401k provider having helped over 8,000 clients...

Learn more about the Solo 401(k) retirement plan: -- If you are self-employed or a small business owner with no full-time employees, you can establish a Solo 401(k) retirement plan. Gain full control of your retirement plan and discover the many features of the Solo 401(k) plan that make it so attractive for businesses with no employees, other than the owner, freelancers and anyone who generates self-employment income. -- About IRA Financial - IRA Financial Group is the market's leading Self Directed IRA LLC and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options and much more. We have close working relationships with all the leading custodians making the set-up process seamless.... ( read ...

Learn how you can benefit from the Solo 401(k) Plan: -- Self-employed individuals and business owners with no full-time employees can establish a Solo 401(k) retirement plan. Enjoy the many advantages of the plan, and make alternative asset investments, like real estate. Watch the full video to discover the Solo 401(k) advantage. At IRA Financial, we help customize your plan to meet your financial and retirement goals. Discover more videos by IRA Financial: -- About IRA Financial: - IRA Financial Group is the market's leading Self Directed IRA LLC and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options and much more. We have close working relationships with all the leading custodians mak...

Get the updated contribution limits for the Solo 401(k): Discover more videos by IRA Financial: -- Self-employed individuals are discovering the Solo 401(k) retirement plan, which allows them to take full control of their retirement funds. You can make high contributions, and use your funds to invest in alternative assets as well as traditional investments. Watch the client testimonial on switching to the Solo 401(k) from the SEP IRA. -- About IRA Financial - IRA Financial Group is the market's leading Self Directed IRA LLC and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options and much more. We have close working relationships with all the leading custodians making the set-up process sea...