Vermont CPA Who Invests

[Corwin Hernandez]

I'm looking to get in the real estate game and have a job with a company that has a 401k plan. I'm looking for a CPA in the Vermont area who also invests and can give me advice as how to set up an entity, what entity to make based on what type of investments I would like to make, how to beat take advantage of the 401k through my W-2 job and things alike. If anyone knows of a CPA and could refer me, I would GREATLY appreciate it

[Basit Siddiqi]

@Corwin Hernandez 
Opening a solo 401k is great because it provides you flexibility in what you want your retirement account to invest in.

Furthermore; depending on the financial institution you choose to go to - you may also have lending abilities.

Please be mindful that opening up a solo 401k can have a 1 time set up fee with an annual fee.

I got lost about what you wanted to do with the solo 401k.
it appears that you wanted to move money from your employer 401k to the solo 401k. Employer 401k's usually do not allow you to move money out of it until you leave the employer.

I am not 100% sure of this - but I think you can only make contributions to a solo 401k with income earned through a business(outside of income earned through your employer). Also contributions to to all 401k's(solo and work) can't exceed the annual IRS limitations.

Please let me know if you have any tax questions!