What is the UBTI Tax Rate?
The UBTI tax rate is in existence to prevent tax-exempt entities from competing unfairly with taxable entities. Tax-exempt companies are subject to…
2026 Solo 401(k) Contribution Limits
For self-employed individuals and small business owners, a Solo 401(k) is a powerful tool to maximize retirement savings while enjoying significant…
Solo 401(k) and the UBIT Rules: What Investors Need to Know
One of the biggest advantages of using retirement funds—such as a Solo 401(k), 401(k), or IRA—to make investments is that, in most cases, all income…
Can a Solo 401(k) Reduce Self-Employment Tax?
One of the more common questions we receive from self-employed business owners seeking to establish a Solo 401(k) plan is whether it can reduce…
Solo 401(k) Asset & Credit Protection Benefits
Retirement accounts have become many Americans' most valuable assets. That means it is vital that you have the ability to protect them from…
Flip Homes Tax-Free with a Solo 401(k)
Since the creation of the Solo 401(k) Plan back in the early 1980s, the IRS (Internal Revenue Service) has always permitted a Solo 401(k) to…
Solo 401(k) Tax Filing Rules
The major question to address when it comes to Solo 401(k) tax filing is: Are there any annual tax filing requirements for the plan? Since a Solo…
Private Equity Investments with a Solo 401k
Investing in private equity investments with a Solo 401(k) will give you the freedom to make investment decisions on your own without custodian…
Forex Trading with Your Solo 401k
You can investment in FOREX trading with a Solo 401k if you are eligible for the retirement plan. Eligibility requirements are the lack of full-time…
Does a Solo 401(k) Have the Same UBTI Rules as a Self-Directed IRA LLC?
Yes and No. Like an IRA, the tax advantage of a Solo 401(k) Plan is that income is tax-free until distributed. In general, an exempt organization is…