The IRS has Announced the 2022 Contribution & Benefit Limits
As a member of the National Association of Plan Advisors (NAPA), I received this article from them which explains the new (and past)...
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Whitney Nash, CPFA
Oct 20, 20211 min read
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...
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Whitney Nash, CPFA
Sep 22, 20213 min read
How to Fund a Self-Directed Solo 401(k)
There are several ways to put money into your self-directed solo 401(k) account. It is a great vehicle to consolidate other pre-tax...
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Whitney Nash, CPFA
Jul 28, 20213 min read
Considering Opening a Self-Directed Solo 401(k) for 2021? The Timing Matters!
Self-Directed Solo 401(k)s are a great way for eligible nonemployer business owners to save on taxes by deferring till retirement. They...
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Whitney Nash, CPFA
May 12, 20214 min read
7 Answers to Solo 401(k) Designated Roth Contribution Questions
One of the features imbedded in our self-directed solo 401(k) plans is that contributions can be made to a designated Roth account per...
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Whitney Nash, CPFA
Mar 24, 20213 min read
How to calculate, and record, your solo 401(k) contribution deduction on your 2020 tax return.
Here is calculation and recording guidance from IRS Publication 560, updated for 2020, for people who are contributing to their self...
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Whitney Nash, CPFA
Mar 17, 20213 min read
5 Strategies for Increasing Tax-Free Money in Retirement Using a Self-Directed Solo 401(k)
The Daily CPA recently published my article: 5 Strategies for Increasing Tax-Free Money in Retirement Using a Self-Directed Solo 401(k)....
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Whitney Nash, CPFA
Mar 10, 20211 min read
Today’s CPA's March/April Issue Includes a Feature Article by Whitney Nash
The Texas Society of CPA’s bimonthly magazine, Today’s CPA, just released the online version (print to follow in the coming weeks) of...
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Whitney Nash, CPFA
Feb 24, 20216 min read
SEP IRA vs Solo 401(k) - How do they differ?
When it comes to retirement plans for people who (1) earn income from self-employment, and (2) don’t have any full-time W-2 employees...
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Whitney Nash, CPFA
Feb 3, 20213 min read
Case Study – How one person reduced their tax liability by 43%!
There’s still time to save/defer your tax liability for 2020. Here’s a case study as an example of how a self directed solo 401k can help...
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Whitney Nash, CPFA
Dec 9, 20204 min read
UPDATE TO POST: Timing is Everything!
An important note about the Self-Directed Solo 401(k) plan adoption deadline has been added to the bottom of this article, originally...
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Whitney Nash, CPFA
Nov 25, 20204 min read
Roth FAQs Part 1: Making Designated Roth Contributions to a Self-Directed Solo 401(k)
As stated on the IRS.gov website, here is some important information regarding Roth contributions to a Solo 401(k). Since these Q&As are...
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Whitney Nash, CPFA
Nov 4, 20202 min read
4 Strategies for Increasing Roth Funds in a Self-Directed Solo 401(k)
Aside from contributing to a Self-Directed Solo 401(k) with pre-tax dollars, Roth and Voluntary After-Tax contributions can also be made....
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Whitney Nash, CPFA
Oct 28, 20201 min read
2021 Contribution and Benefit Limits Announced by the IRS
The IRS recently announced the 2021 contribution limit adjustments for retirement plans! As far as Self-Directed Solo 401(k)s go, the...
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Whitney Nash, CPFA
Oct 14, 20201 min read
Can a Husband and Wife Combine their Retirement Funds into One Self-Directed Solo 401(k) Account?
To properly answer this question, let me first explain the difference between a Self-Directed Solo 401(k) Plan and a Self-Directed Solo...
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Whitney Nash, CPFA
Oct 7, 20201 min read
4 Key Advantages to Having a Self-Directed Solo 401(k) Instead of a SEP IRA
Which is better, a SEP IRA or a Self-Directed Solo 401(k)? I recently wrote this article for The Daily CPA, an online publication for tax...
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Whitney Nash, CPFA
Sep 23, 20203 min read
What is the Difference Between Designated Roth and Voluntary After-Tax Contributions?
Self-Directed Solo 401(k)s offer two advantageous ways to increase tax-free money in retirement by allowing for designated Roth...
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Whitney Nash, CPFA
Sep 16, 20203 min read
Timing is Everything!
When does a Self-Directed Solo 401(k) need to be established to contribute for 2020? The timing matters for maximum tax-deferral.
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Whitney Nash, CPFA
Aug 26, 20202 min read
The consequences of making excess salary deferrals and how to correct it
Self-Directed Solo 401(k)s, among other retirement plans, allow the account holder to make salary deferral contributions each year. In...
63 views0 comments
Whitney Nash, CPFA
Jul 8, 20203 min read
How to Calculate Self-Directed Solo 401(k) Contribution Amounts
The Self-Directed Solo 401(k) allows for pretax contributions to be made two different ways: Salary Deferral and Profit-Sharing. Here is...
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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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