The Smartest Thing You Can Do with Your Tax Refund
Every year, millions of Americans receive a tax refund and treat it like a bonus. A vacation. A new piece of furniture. A few months of caught-up…
Can I Have a 401(k) and a SDIRA at the Same Time?
One of the most common questions I hear is whether you can have both a 401(k) and a Self-Directed IRA. The answer is simple. Yes. You can have…
3 Important Questions for Your Solo 401(k) Provider
It’s important to ask your Solo 401(k) provider these three questions before establishing the plan with that custodian, as not all Solo 401(k) plans…
How to Generate a 6.75% Return from Your 401(k) in 2026
As of March 2026, the prime interest rate stands at 6.75%. That is a very different environment from the ultra-low-interest rate era that defined…
Trump, Alternatives, and the Solo 401(k): The Retirement Plan That Paved the Way for Alts in 401(k)s
For decades, the American retirement system has rested on a simple but increasingly outdated assumption: that 401(k) investors should primarily own…
Solo 401(k) Rollover vs Contribution
Solo 401(k) rollovers and contributions are not the same, but it is a common question retirement investors ask. In this article, we look at…
Venture Capital in a 401(k): Navigating Risks and Opportunities in 2025
For decades, venture capital was reserved for a very small circle of investors. Venture firms, family offices, pension funds, and high-net-worth…
401(k) Rollovers & Possible Tax Consequences
One of the major differences between an IRA and a 401(k) plan, from the perspective of the individual retirement account holder, is that an IRA…
Tax-Deferral vs. Tax-Free – Which is Better?
Tax-Deferral vs. Tax-Free When it comes to saving for retirement, there are two ways to fund the account(s). You either use pretax (traditional…
Safe Harbor 401(k) – The Best Small Business 401(k) Plan
Employers start a 401(k) plan for many reasons. A well-designed 401(k) plan can help attract and keep talented employees and allows participants to…