Have a Solo 401(k)? Remember to File Your 5500-EZ by July 31st if the Plans Assets are Greater Than $250,000
Have a Solo 401(k)?Remember to File Your 5500-EZ by July 31st if the Plans Assets are Greater Than $250,000 by Peter Rizzo PLEASE NOTE: The below reminder does not apply to the IRA LLC structure, but only to Solo 401(k) plans. If you have a Solo 401(k), remember that...
Time is Running Out to Repay Covid-Era 401(k), IRA Withdrawals and Claim a Tax Refund
Time is Running Out to Repay Covid-era 401(k), IRA Withdrawals and Claim a Tax Refund by Peter Rizzo The CARES Act, a federal pandemic-relief law, allowed investors to withdraw up to $100,000 in coronavirus-related distributions from 401(k) plans and individual...
Protect Your Wealth!
Protect Your Wealth! by Peter Rizzo To those that have self-managed Retirement Plans and those that are considering one, a highly respected Self-directed IRA and Solo 401k Attorney has put together some out-of-the-box ideas for using a corporate structure as a...