Self-Directed Solo 401(k)s: Here's What to Know | Alternative Investing | Equity Trust

Here is what you need to know about the Solo 401(k) and why it's an ideal account for small business owners and self-employed individuals looking to invest in alternatives like real estate, tax liens, and joint ventures. With higher contribution limits and tax advantages compared to other retirement accounts, a Solo 401(k) provides greater flexibility for your investments. Access your free guide here: https://try.trustetc.com/self-directe...

John Bowens provides an in-depth explanation of the many attractive benefits of a Solo 401(k), highlighting its unique features. Along with how it compares to a self-directed IRA, so you can understand the key differences between the two accounts and discover which option best aligns with your financial goals and retirement strategy.

0:00 Intro
1:15 Overview of benefits for real estate, gold, silver, and alternative investments
1:58 Larger contribution limits compared to IRAs
2:30 Roth deferral and tax advantages
3:50 Investing in alternative assets with the Solo 401(k)
4:55 Exemption from unrelated business income tax (UBIT) for real estate investors
7:04 How to open and manage a Solo 401(k) at Equity Trust
8:55 Contribution limits and employer/employee deferrals
9:40 Tax advantages and potential contributions of up to $63,500
11:00 Eligibility requirements and plan establishment
15:30 Example client investment scenario with a Solo 401(k)
20:30 IRS guidelines for recurring and substantial contributions

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Equity Trust is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.