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
- 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
- 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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Whitney Nash, CPFA
- Jul 28, 2021
- 3 min
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 19, 2021
- 2 min
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...
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Whitney Nash, CPFA
- Mar 10, 2021
- 1 min
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, 2021
- 6 min
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 10, 2021
- 1 min
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, 2021
- 3 min
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, 2021
- 2 min
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 13, 2021
- 2 min
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, 2021
- 2 min
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 9, 2020
- 4 min
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 18, 2020
- 3 min
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 4, 2020
- 2 min
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 14, 2020
- 1 min
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...
62 views0 comments
Whitney Nash, CPFA
- Oct 7, 2020
- 1 min
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 30, 2020
- 1 min
What is “earned income” that does NOT qualify as “self-employment” income for Self-Directed Solo K?
For purposes of qualifying to adopt and contribute to a Self-Directed Solo 401(k), you must have earned income from self-employment. But...
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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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