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…
From Employee to Entrepreneur: How to Protect and Grow Your Retirement When You Go Out on Your Own
Across the United States, a quiet financial revolution is underway. Professionals are leaving traditional corporate and government careers at a…
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…
Can I Start a New Business to Open a Solo 401(k)?
The Solo 401(k) has become one of the most powerful retirement plans available to entrepreneurs and self-employed individuals. It offers high…
Solo 401(k) Plan Documents: What Every Business Owner Needs to Know
A Solo 401(k) plan has become one of the most powerful retirement strategies available to entrepreneurs, consultants, and self-employed…
Key Tax Benefits of a Solo 401(k) in 2026: Contribution Limits, Roth, and Deductions
Key Tax Benefits of a Solo 401(k) A Solo 401(k) is a powerful retirement plan for self-employed individuals and owner-only small businesses. It…
How to Complete IRS Form W-9 for a Self-Directed IRA or Solo 401(k)
If you have ever filled out a Form W-9 as an independent contractor, you probably think of it as a simple paperwork exercise. Name. TIN. Signature.…
FBAR and Tax Reporting for Self-Directed IRA Investors
What Every Self-Directed IRA Holder Should Know About Foreign Bank Accounts and Reporting Investing internationally with a Self-Directed IRA or a…
Solo 401(k) Provider Fees Explained: Setup, Annual, 5500-EZ, Loans, Roth
Solo 401(k) provider fees are not standardized. In 2026, the gap between what is “normal” and what is quietly expensive is wider than most…
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For decades, the American retirement system has rested on a simple but increasingly outdated assumption: that 401(k) investors should primarily own…