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Self-Directed Solo 401(k) Basics Explained with Examples in Today’s CPA's March/April 2021 Issue
Complete with info graphics and a real-life case study, the article below provides the most relevant information needed to understand...
Whitney Nash, CPFA
Oct 20, 20211 min read
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Common Questions About Self-Directed Solo 401(k) Plan Prohibited Transactions
Engaging in a prohibited transaction can be devastating to your self-directed solo 401(k). The IRS explains these prohibited transaction...
Whitney Nash, CPFA
Oct 13, 20213 min read
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Purchasing/Investing in Real Estate with a Self-Directed Solo 401(k)
With a self-directed solo 401(k), also known as an individual 401(k), you as trustee, may purchase many types of real estate investments...
Whitney Nash, CPFA
Aug 18, 20213 min read
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Allowed and Disallowed Precious Metals in a Self-Directed Solo 401(k) – Part 2
As discussed in last week’s blog post, which can be found here: Investing in Precious Metals with your Self-Directed Solo 401(k) – Part...
Whitney Nash, CPFA
Jul 7, 20212 min read
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Investing in Precious Metals with your Self-Directed Solo 401(k) – Part 1
Part 2 can be found here: Allowed and Disallowed Precious Metals in a Self-Directed Solo 401(k) Assuming that your self-directed solo...
Whitney Nash, CPFA
Jun 30, 20213 min read
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How to Insure Rental Property Owned by a Self-Directed Solo 401k
Account holders/plan sponsors will need to obtain insurance for their property when using their self-directed solo 401(k) to invest in...
Whitney Nash, CPFA
Jun 23, 20211 min read
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The exclusive benefit rule as it applies to self-directed solo 401(k)s
When considering the type of investments that you want and how they will be used in your self-directed solo 401(k) certain rules must be...
Whitney Nash, CPFA
May 19, 20212 min read
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How to take part in crowdfunding within a Self-Directed Solo 401(k)
What is crowdfunding and how can you take part in a crowdfunded investment using a self-directed solo 401(K)? Crowdfunding, in simple...
Whitney Nash, CPFA
May 5, 20212 min read
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6 Common Questions About Investing in Real Estate Using a Self-Directed Solo 401(k)
There are unique rules to keep in mind when using a self-directed solo 401(k) for real estate investments. Here are 6 of the most common...
Whitney Nash, CPFA
Apr 21, 20212 min read
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Investing in Cryptocurrencies within a Self-Directed Solo 401(k)
One way to increase diversification in your retirement account is by investing in cryptocurrency, such as Bitcoin, in your self-directed...
Whitney Nash, CPFA
Apr 14, 20213 min read
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Self-Directed Solo 401(k) Checkbook Control Do’s and Don’ts
You can utilize the checkbook control feature that our Self-Directed Solo 401(k) plans include to make investment purchases in...
Whitney Nash, CPFA
Apr 7, 20212 min read
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Can husband and wife accounts under the same solo 401(k) plan invest real estate together?
Since a self-directed solo 401(k) plan is for owner-only businesses, we frequently see husband and wife-owned businesses sponsor the plan...
Whitney Nash, CPFA
Mar 31, 20212 min read
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Investment Freedom – Self-Directed Solo 401(k)s allow freedom and control over asset diversification
The Self-Directed Solo 401(k) retirement plan is for eligible investors who want to go beyond the standard investment options that are...
Whitney Nash, CPFA
Aug 19, 20201 min read
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Part 2: Taxes Imposed on, and How to Correct, a Prohibited Transaction.
In case you missed it, here is our post from last week: Part 1: What are Prohibited Transactions and Disqualified Persons? The following...
Whitney Nash, CPFA
Aug 12, 20202 min read
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Part 1: What are Prohibited Transactions and Disqualified Persons?
Next week's post will be: Part 2: Taxes Imposed on, and How to Correct, a Prohibited Transaction. It can be found here. Many years ago,...
Whitney Nash, CPFA
Aug 5, 20203 min read
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*Our Blog and Video posts are for informational purposes only. You should always do your own research, due diligence and consult with the appropriately licensed or certified professional before taking any action. At Nashional Self-Directed we are not CPAs, Attorneys, or Investment Advisors. If tax, accounting, legal or investment advice is needed, the appropriately licensed or certified professionals should be consulted.
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