2022 Contribution and Benefit Limits Announced by the IRS
Here are the 2022 contribution limit adjustments for retirement plans! As far as Self-Directed Solo 401(k)s go, the salary deferral limit...
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Whitney Nash, CPFA
- Jul 13, 2022
- 3 min
Don't Forget! Form 5500 is Due July 31st!
Stiff penalties may be assessed if you fail to file Form 5500 for your self-directed solo 401(k) on time. Here is a guide for determining...
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Whitney Nash, CPFA
- May 25, 2022
- 3 min
A Guide for Form 5500 - Due July 31st!
Stiff penalties may be assessed if you fail to file Form 5500 for your self-directed solo 401(k) on time. Here is a guide for determining...
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Whitney Nash, CPFA
- Dec 8, 2021
- 1 min
Nashional Self-Directed’s Blog Schedule is Changing!
Effective immediately, Nashional Self-Directed will no longer be sharing blog posts on a weekly basis. Moving forward, we will share...
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Whitney Nash, CPFA
- Dec 1, 2021
- 4 min
Looking for a Last Minute Tax Deferral Opportunity? Timing is Everything!
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
- Nov 17, 2021
- 3 min
Self-Directed Solo 401(k) Loan Rules and Regulations - Part 2
In Part 2 we will address repayment and tax considerations. See Part 1 for general information about solo 401(k) loans. How to avoid the...
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Whitney Nash, CPFA
- Nov 10, 2021
- 4 min
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
- Nov 3, 2021
- 2 min
Self-Directed Solo 401(k) Loan Rules and Regulations - Part 1
Assuming the self-directed solo 401(k) plan contains loan provisions that allow for participant loans, as Nashional Self-Directed’s plan...
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Whitney Nash, CPFA
- Oct 27, 2021
- 3 min
Fix-It Guide - You Haven't Filed Form 5500 this Year for Your Solo 401(k)
The IRS provides a a fix-it guide for those who didn't file a Form 5500 this year which is outlined below, and can be found on their...
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Whitney Nash, CPFA
- Oct 20, 2021
- 1 min
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
- Oct 13, 2021
- 3 min
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...
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Whitney Nash, CPFA
- Oct 6, 2021
- 2 min
How to reconcile incorrectly coded 1099-R’s for your Self-Directed Solo 401(k).
Since self-directed solo 401(k)s allow for after-tax contributions that accrue tax-deferred gains/earnings, reporting issues for...
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Whitney Nash, CPFA
- Sep 29, 2021
- 1 min
Can a Husband and Wife Combine 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
- Sep 22, 2021
- 3 min
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
- Sep 15, 2021
- 3 min
Rollovers from Designated Roth Accounts - FAQs
Have you left the corporate world and gone out on your own? Trying to figure out what to do with your old 401(k) and how the Roth portion...
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Whitney Nash, CPFA
- Sep 8, 2021
- 1 min
How Much Investment Freedom Does a Self-Directed Solo 401(k) Allow For?
The Self-Directed Solo 401(k) retirement plan is for eligible investors who want to go beyond the standard investment options that are...
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Whitney Nash, CPFA
- Sep 1, 2021
- 2 min
Deduction for 2020 Tax Extension Filers
If you filed an extension for your 2020 taxes, there may still be a tax deduction option available if you are eligible to adopt a...
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Whitney Nash, CPFA
- Aug 18, 2021
- 3 min
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...
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Whitney Nash, CPFA
- Aug 11, 2021
- 4 min
Hardship Distribution Rules for Self-Directed Solo 401(k)s
"According to the following article from the IRS, although not required, a retirement plan may allow participants to receive hardship...
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Whitney Nash, CPFA
- Aug 4, 2021
- 6 min
IRS Guide to Required Minimum Distributions (RMDs) from your Retirement Account(s)
As found on the IRS's website: Retirement Topics — Required Minimum Distributions (RMDs) | Internal Revenue Service (irs.gov): "You...
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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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