The Self Directed Checkbook Control IRA & 401k Blog
SEPTEMBER 2021 – PROPOSED LEGISLATION ALERT There is proposed legislation in the US House of Representatives that, if passed, would negatively affect self-directed IRAs and (to a lesser extent) Solo 401k plans. The House Ways and Means Committee appears to be reacting to some highly publicized stories of what they consider abuse of these […]
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IRS Form 5500-EZ is due by the end of July 2021 for all Solo 401k plans that had $250,000 or more in plan assets on December 31st, 2020. If your plan had less than $250,000 in assets or if you just created your new plan in 2021, you do not need to file Form 5500-EZ […]
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It’s that time of year again. In the parts of our country with a full four seasons, we’re raking leaves, winterizing sprinkler systems, and switching to heavier clothing. The clocks are about to change once again, this time moving back an hour. In the current incarnation of Fall, we’re also being bombarded with messages approved […]
Read MoreIt’s becoming that time of year again – only two months of 2015 remain, meaning the next 60 days are going to quickly carry us to the end of the year. That’s crunch time for the folks who have yet to setup a Solo 401k plan and the companies that have committed to helping them […]
Read MoreOnly six months left to create a 2015 Solo 401k! I know, most of you are thinking there is plenty of time left. That’s true, especially when you consider our plan preparation typically takes 3-4 days and rush processing can make that timeframe even shorter. However, I can pretty confidently predict that come December 31st […]
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