
9 April 2020 | 5 replies
Thank you @Aaron K.!

10 April 2020 | 8 replies
@Ralph E FreemanIf you have established a Solo 401(k) with a reputable provider, they should be able to assist you with all of these very basic operational questions.If you have obtained a set of 401(k) plan documents with no meaningful support, then you should engage a CPA or attorney who is familiar with IRS rules and the operation of a self-directed retirement plan.

9 April 2020 | 5 replies
@Aaron K., that is a good point.

10 April 2020 | 9 replies
Annual Financial Requirements• Borrower and Guarantor shall furnish to Lender (i) a copy of their federal tax returns prepared by a firm or independent certified public accountant acceptable to Lender and certified as complete and correct to include all schedules, K-1’s and W-2’s as applicable.
12 April 2020 | 12 replies
Thank you @Aaron K. in your experience what would you offer on a MF that has been listed for a year at $259,999: perfect scenario?

12 April 2020 | 7 replies
Firstly, you have to be self-employed with no full time employees to establish a Solo 401(k).

3 October 2020 | 13 replies
@Chris K.

14 October 2020 | 31 replies
Whether you qualify, or not, I don't know. j/k, I know that wasn't your question.😀