Solo 401k Webinar: "How To" Add/Include Spouse to an Owner-Only Self-directed Solo 401k Plan
My Solo 401k Financial
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Solo 401k Webinar: "How To" Add/Include Spouse to an Owner-Only Self-directed Solo 401k Plan
2 299 просмотров · Трансляция закончилась 5 л. назад
My Solo 401k Financial
17,3 тыс. подписчиков
2 299 просмотров · Трансляция закончилась 5 л. назад
Harvard Law Attorney George Blower leads an in-depth discussion of the rules regarding adding/including your spouse to your self-directed Solo 401k plan.
2:06 Top Considerations
9:15 Contributions
10:29 One Plan but Multiple Accounts
13:02 Solo 401k Loan
14:37 Alternative Investments
19:28 Eligibility for a Spouse to Participate
26:00 One EIN, Signing Authority & Beneficiary Forms
28:50 Adding A Spouse to Plan Later
LEARN MORE:
https://www.mysolo401k.net/solo-401k-...
https://www.mysolo401k.net/solo-401k/...
The solo 401k plan, commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below:
-The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older).
-The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions.
-401k participant loans of up to $50,000
-Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investments.
Open an Account: https://www.mysolo401k.net/solo-401k/...
Learn More: https://www.mysolo401k.net/solo-401k/
Subscribe to our channel for weekly educational webinars: / @mysolo401kfinancial3
For over 10 years, My Solo 401k Financial is the leading self-directed solo 401k provider having helped over 8,000 clients take control over their retirement funds by focusing on superior knowledge, expertise, and customer service with over 100+ 5-star verified customer reviews on the Better Business Bureau (BBB).