Ep.73: Solo 401k Structure and Strategies

In this webinar 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.

Download the webinar presentation slides that include the Solo 401(k) Account Guide.

Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment

To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast


Subscribe To Video:

Subscribe To Audio: