Blog
The “Jury” Decides on ROBS – Can you legally fund a business purchase or startup with a Self-Directed 401k?
Boy do I get a lot of blowback every time I share my findings about why the government has declared ROBS illegal! Why is there not a specific government ruling on ROBS? Great question! It's because once an issue has been ruled on, they don't repeatedly consider it. "They" are the Department … [Read more...] about The “Jury” Decides on ROBS – Can you legally fund a business purchase or startup with a Self-Directed 401k?
Due Diligence Tip #1 – Avoid Self-Directed IRA/401k Custodians
When converting to a Self-Directed IRA/401k, the reason to avoid custodians is simple. Well, there are 4 reasons really. UNNECESSARY DELAYS With a custodian, you give custody of your retirement funds to yet another financial institution who acts as a middleman. This means when you request a … [Read more...] about Due Diligence Tip #1 – Avoid Self-Directed IRA/401k Custodians
Solo 401(k) vs. Self-Directed IRA… How is it better or different?
I was just making a "get to the point" chart showing how the Solo 401(k) is different than a Self-Directed IRA. Click the chart to view a larger version: As you can see from the chart above, and as you may know from our free education posts, articles and videos... the Solo 401(k) can be … [Read more...] about Solo 401(k) vs. Self-Directed IRA… How is it better or different?
Get Your Self-Directed IRA/401k Setup Now
Sorry. I apologize for how we generally haven't been accepting new IRA LLC and Solo 401k clients in over a year... but I promise I'll make it up to you. You see, we've been working hard developing ways to go the extra mile in helping our clients get good results with their investing. I just … [Read more...] about Get Your Self-Directed IRA/401k Setup Now
Real Estate Harsh Reality
You may be wondering why I haven't blogged about real estate investing in a while. There's a very good explanation video at Nabers.TV for you to check out. … [Read more...] about Real Estate Harsh Reality
Wall Street Journal: Solo 401k Tax Benefits
[Originally published at Solo401k.com] Solo 401k was thrust in the spotlight again last week because of its powerful ability to reduce your self-employment income through large tax-deductible contributions. Unfortunately, the writer of that WSJ article is mildly financially retarded. Take a look … [Read more...] about Wall Street Journal: Solo 401k Tax Benefits
How to Get My Help
Cliff notes version: I will be offering free one-on-one phone consulting to qualified people In order to make room for that, I will no longer be offering free consulting in the form of blog comment responses I'm making some changes to how I focus my energy and how I am able to help you with … [Read more...] about How to Get My Help