Solo 401k Structure and Strategies

Overview

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.

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