- Determine if you are eligible for a Solo 401(k)
- Make early distributions (before age 59 ½) penalty free
- Decide if checkbook control is suitable for you
- Form your own LLC in minutes using IRS compliant documents
- Avoid bending/breaking securities laws when partnering
- Create a diversified, risk-managed portfolio of real estate, mortgage notes, and private companies
- Select a custodian that is properly regulated
- Partner your IRA/401(k) with yourself or other disqualified persons without creating a prohibited transaction
- Use your retirement account to start or buy a business that you work for
- Estimate your UBIT taxes
- Legally avoid the UBI tax
- Use UNBREAKABLE asset protection
- Loan money from your 401(k) for any reason, tax & penalty free
- Loan money to your IRA/401(k) to cover mortgage payments
|
- Force 25% appreciation of real property within 18 months
- Avoid prohibited transactions
- Contribute up to $100,000 per year to a Solo 401(k)
- Complete custodian paperwork
- Utilize a “STRETCH” IRA
- Protect IRAs from accidental distribution
- Use a ROTH account even if you earn over $160,000 per year
- What services a custodian DOES and DOES NOT provide
- Avoid common errors when rolling/transferring existing retirement funds to a new plan
- Convert to a ROTH to eliminate future taxes
- Estimate and compare fees of custodians, administrators, and other service providers
- Shop for a mortgage loan for your IRA/401k
- Buy multi-million dollar properties with less than $100,000
- Avoid problems when investing in foreign countries
- Keep your setup and maintenance costs low
|
