All Forum Posts by: Dusty Clinkscales

@George Blower

Good Evening George, hope your week got off to a great start!  Yes, you’re reference to the solo 401k is correct.  The technical definition for a qualified plan is one that satisfies the requirements of IRC Section 401(a).  

I use an eQRP account through Total Control Financial.  Aside from the fact that I control my money and don’t pay fees for using it - I also avoid UDFI tax which is triggered by UBIT in syndicated deals.  Anyone with any further questions, I strongly recommend that you reach out to Damion Lupo @ Total Control Financial.