Ep.73: Solo 401(k) Structures and Strategies

Directed IRA Podcast

English - October 17, 2022 20:00 - 56 minutes - 38.5 MB - ★★★★★ - 140 ratings
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Previous Episode: Ep.72: 6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs

Next Episode: EP 74: How To Do A Kid's Roth IRA

In this Podcast Mat Sorensen, CEO and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including:

4 Key Points to Consider When Using a Solo 401(k)Do I Need an LLC to have a Solo 401(k)What are the QualificationsWhat is a Side-door Solo 401(k)Increased Contribution Limits for 2022UDFI TaxContribution Deadlines: Rules, Steps, and Strategies

Mat & Aaron also answered numerous Solo 401k questions regarding account qualification and types of strategies.

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