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Solo 401(k) Structures and Strategies

Season 3 Episode 27 Published 3 years, 8 months ago
Description

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 Qualifications
  • What is a Side-door Solo 401(k)
  • Increased Contribution Limits for 2022
  • UDFI Tax
  • Contribution Deadlines: Rules, Steps, and Strategies

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

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com



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