Jeff Nabers

 

Nabers Wealth     Solo 401k     ———

Solo 401k

My Meeting with the Social Security Administration

About 6 months ago, the Social Security Administration started calling my office asking to arrange a meeting with my IRAAA colleagues and I. For months I had shrugged it off because of the fact that many of my readers, customers, and colleagues plan their finances as if SSA will fail. Taking control … [Read more...] about My Meeting with the Social Security Administration

Coinvesting with your plan / Partnering with disqualified persons

What if you could combine your retirement funds with your personal funds and additional monies from other family members? Well, you can... sort of. This question was asked and answered in a Department of Labor Advisory Opinion in July of 2000. Click that link above to read the opinion in its … [Read more...] about Coinvesting with your plan / Partnering with disqualified persons

The next big party

A recent Onion News article has hit dead on what is wanted right now by the masses of the American public. As ridiculous as this article sounds, this type of mentality is exactly what's been behind many "investment decisions" of the average American in recent past. Read the article here, and then … [Read more...] about The next big party

Filing Deadlines: 5500-EZ & 990-T

5500-EZ for Solo 401(k) plans If your Solo 401(k) plan assets exceeded $250,000 in value in 2007, a 5500-EZ must be filed by July 30, 2008. This is an informational return used to report plan value to the IRS and does not require any tax payment. 990-T for IRAs with mortgage financed real estate If … [Read more...] about Filing Deadlines: 5500-EZ & 990-T

Checkbook Control 2.0 (for the self employed)

With tens of thousands of self directed IRA investors utilizing LLC structures to enjoy "checkbook control" authority of their self directed IRA investments, this post may serve as great news for those who aim to follow suit. Solo 401(k) retirement plans can grant direct checkbook control without … [Read more...] about Checkbook Control 2.0 (for the self employed)