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Articles

Fact and Fiction for IRA RMDs

If you are age 70 1/2 or older and if you have a traditional IRA (or SEP or SIMPLE IRA or 401k), you must take your 2015 required minimum distributions (“RMD”) by December 31, 2015. In short, the RMD rules require you to distribute a portion of funds from your...

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Who are Self Directed IRA Investors? An Essay

I was recently interviewed and asked, “what has caused so many investors to self-direct their retirement plan?” As many people know, self-directed retirement plan investors use their self-directed IRA and 401(k)s to invest into real estate, private companies, precious...

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SEP IRA Versus Solo 401(k): Which is Best For You?

Self-employed persons have two options when it comes to establishing a retirement account. If you are self-employed and you want to save for retirement, two of your primary options will be a SEP IRA or a Solo 401K. The SEP IRA is a super-charged IRA account that runs...

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Have You Amended Your Solo 401k Plan Lately?

Have you amended your solo 401(k) plan lately or are you planning on paying penalties? IRS Rev Proc. 2007-44 requires that every 401(k) plan, including solo 401(s)s,  be updated and amended at least every six years. PLANS MUST BE UPDATED EVERY 6 YEARS This six year...

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