Self-Directed IRA Disqualified Persons
A Self-Directed IRA allows you to make alternative asset investments with your retirement funds. In other words, it gives you...
Learn More aboutSelf-Directed IRA Disqualified PersonsSolo 401k & ERISA – The Law
What is ERISA? The Employee Retirement Income Security Act of 1974 (ERISA), enacted September 2, 1974, is an American federal...
Learn More aboutSolo 401k & ERISA – The LawWhat Is the 4% Rule for Retirement?
Planning for retirement can be daunting. Questions about how much to save, when to start withdrawing, and how to ensure...
Learn More aboutWhat Is the 4% Rule for Retirement?Solo 401(k) and the UBIT Rules
One of the advantages of using retirement funds, such as a 401(k), Solo 401k or an IRA to make investments...
Learn More aboutSolo 401(k) and the UBIT RulesThe Prohibited Transaction Rules: Key Lessons from Landmark Cases
When you open a Self-Directed IRA or Solo 401(k), the IRS gives you the freedom to invest in almost any...
Learn More aboutThe Prohibited Transaction Rules: Key Lessons from Landmark Cases