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Purchase Promissory Notes or Deeds of Trust with Solo 401k Funds

Monday, May 30

Just like fortune 500 businesses that invest their  401k plans and pensions in notes including deeds of trust, so can a self-employed business that sponsors a self-directed solo 401k plan. Putting together a promissory note investment is quite easy when done inside a solo 401k plan because the bu...


How much can I contribute to my corporation sponsored Solo 401k?

Sunday, May 29

For those whose self-employed business is an S-corporation or a C-corporation, the solo 401k contributions will be based on W-2 wages (compensation not investment gains).  Contributions to a solo 401k comprise of two components: an employer profit sharing contribution and an employee salary defe...


Self-Directed Solo 401k Checkbook Control Basics

Saturday, May 28

This webinar provides a detailed explanation of the checkbook control solo 401k for investing in alternative investments such as real estate, metals, notes, tax liens, as well as for processing a solo 401k loan (borrowing from a solo 401k). To learn more about the solo 401k frequently asked quest...


Solo 401k Closing Questions

Sunday, May 15

QUESTION: I do not think I am going to continue to operate a business through . I do however, still have some money loaned out through contracts that will not be paid back for several years.Can you advise of what I should do or steps to take? ANSWER: Here are your ONLY options pursuant to the...


Can I live in property owned by me and my Solo 401k Trust?

Sunday, April 10

QUESTION:  If we want to purchase a home for ourselves but convert the basement to a walk-in separate rental unit, how do we construct the purchase of the home? Half owned by us personally and half by the 401k?All by the 401k then sell back half to us at later date when renovation is done? Co...


Purchase and receive precious metals using Solo 401k funds

Monday, February 29

QUESTION:Does the IRS allow for me to purchase and receive precious metals, using funds?ANSWER: Per the following IRS language yes but only if it is coins. The bars need to be held with an approved depository taking intuition such as Delaware Depository. IRS Language“Trusts and trustees. 401(k) ...