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
Mar 3, 20212 min read
2020 Self-Directed Solo 401(k) Contribution Deadline has Been Extended for Texas Storm Victims
According to an IRS news release on February 22nd, “[Texas] Victims of winter storms that began February 11, 2021 now have until June 15,...
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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 17, 20215 min read
Whitney Nash Quoted in Forbes.com Article
I often respond to journalists' inquiries when they ask for information regarding soloprenuers and their tax and retirement savings needs....
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Whitney Nash, CPFA
Feb 10, 20211 min read
The Loan That Can’t be Denied: How Solopreneurs Can Fund Their New or Existing Business
“I can’t get my business moving forward without capital and I can’t get capital without having an established (and solvent) business.”...
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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
Jan 27, 20212 min read
How to Maintain Good Money-Tracking Habits for your Self-Directed Solo 401(k)
One of the key benefits to adopting a self directed solo 401k is having complete control over the plan investments and assets as the plan...
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Whitney Nash, CPFA
Jan 20, 20212 min read
Unrelated Business Income Tax (UBIT/UBTI) as Related to Self Directed Solo 401ks and IRAs
UBIT applies to both IRAs & Solo 401k plans. Since IRAs and Solo 401ks are tax-deferred retirement accounts, they are not subject to...
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Whitney Nash, CPFA
Jan 13, 20212 min read
FAQ Part 2: Answers to the most common questions received in 2020 about Self Directed Solo 401ks.
As discussed in my post last week, I receive all kinds of questions related to Self-Directed Solo 401(k) plans. Here are some more of the...
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Whitney Nash, CPFA
Jan 6, 20212 min read
FAQ Part 1: Answers to the most common questions received in 2020 about Self Directed Solo 401ks.
One of my favorite things to do is answer questions about Self-Directed Solo 401(k)s. No, really! I enjoy helping people understand how...
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Whitney Nash, CPFA
Dec 30, 20201 min read
Happy New Year from Nashional Self-Directed!
May all the good that came to you and yours in 2020 be doubled and may all the bad be healed for a happy and prosperous 2021. Wishing you...
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Whitney Nash, CPFA
Dec 23, 20201 min read
Happy Holidays from Nashional Self-Directed!
This time of year brings no greater opportunity to express our gratitude for your business, referrals, course participation, and...
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Whitney Nash, CPFA
Dec 16, 20201 min read
Self-Directed Solo 401(k)s - The Business Deduction That Keeps on Giving
Business owners and people with 1099 income are always looking for deductions to help off-set their income tax liability. One of the best...
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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
Dec 2, 20204 min read
Roth FAQs Part 2: In-Plan Roth Rollovers Within a Self-Directed Solo 401(k)
As stated on the IRS.gov website, here is some important information regarding in-plan Roth rollovers within a Solo 401(k). Since these...
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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 18, 20203 min read
How Controlled Group Rules Affect Eligibility for Self-Directed Solo 401(k) Plans
As explained in previous posts and in this video, people who earn self-employment income as independent contractors and business owners...
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Whitney Nash, CPFA
Nov 11, 20201 min read
Thank you, Veterans - We Honor All Who Have Served
As a board member on the McKinney Armed Services Memorial Board, one of the City of McKinney’s Boards and Commissions, I would like to...
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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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*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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