Solo 401(k) Alternative Investments: How to Diversify Beyond Stocks
For years, retirement investing has followed one main path: stocks, bonds, and mutual funds. While traditional assets still play a role, investors…
Easy Steps to Calculate Your Solo 401(k) Contribution Limits for 2025 and 2026
A Solo 401(k) is one of the most effective retirement plans available to self-employed individuals and owner-only businesses. It allows you to…
Checkbook 401(k) Plans: How a Solo 401(k) Unlocks Control Over Alternative Investments
Most Americans associate retirement investing with mutual funds, ETFs, and stocks. But for business owners, consultants, and independent…
How the Prime Interest Rate Impacts a Solo 401(k) Loan
For self-employed business owners, consultants, real estate investors, and side-gig entrepreneurs, the Solo 401(k) remains one of the most powerful…
Top Solo 401(k) Providers of 2026
Top Solo 401(k) providers are especially important to evaluate if you’re a self-employed professional or small business owner looking to…
The New 2026 Solo 401(k) Roth Catch-Up Rule: What High-Income Owners Need to Know
The New 2026 Solo 401(k) Roth Catch-Up Rule: What High-Income Owners Need to Know If you are over age 50, self-employed, and using (or…
5 Solo 401(k) Investment Options Smart Business Owners Use in 2026
Are you tired of watching your Solo 401(k) sit idle in the same mutual funds and ETFs year after year? Many business owners do not realize their…
Steer Clear of These 7 Common Solo 401(k) Blunders for Seamless Compliance and Peak Benefits
A Solo 401(k) is one of the most powerful retirement planning tools available to self-employed individuals and owner-only businesses. When…
IRS Announces 2026 401(k) and IRA Contribution Limits
A, 401(k), and similar plans. Because of inflation over the last few years, limits, including how much you can save, and income restrictions that…
Borrow from an IRA – Is it Possible?
Can I Borrow from an IRA? The short answer is still no, you cannot truly borrow money from any type of IRA. This includes: Traditional IRA…