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If I have a solo proprietorship and I want to make the
If I have a solo proprietorship and I want to make the business more legitimate are there steps such as establishing a bank account or registering for an EIN that I need to do? What would be your advi… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
Lane, if you had to choose funds from this 401K plan, which
Hi Lane, if you had to choose funds from this 401K plan, which would you opt for? I am about 28 Years from retirement and am aggressive 95/5 in my investment approach.http://kindex.paychex.comThanks i… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
Lane, I have a question about solo 401K. I own an LLC (with
Hi Lane,I have a question about solo 401K. I own an LLC (with S-corp election) and I have a solo 401k account to which I contribute 54k (2017) yearly. My wife is a partner and owns 49% of the LLC. She… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
I have a S-corp and just started a solo 401k plan. According
I have a S-corp and just started a solo 401k plan. According to the solo 401k plan, i can defer $18k from employee salary to the plan and the S corp can contribute 25% of my total compensation. I'd li… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
I am looking to start my retirement fund but I'm not sure
Hi, I am looking to start my retirement fund but I'm not sure which one to choose. I am self employed, I have an LLC and work from home as a writer. My income can vary anywhere from around $100,000 to… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
I am wondering if you can help me figure out my tax
I am wondering if you can help me figure out my tax situation that I am planning out for next year? It involves me as a sole proprietor (real estate agent / ind contractor) possibly converting to a s-… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
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I recently made a real estate investment from my Solo 401K
I recently made a real estate investment from my Solo 401K as part of a larger partnership that is purchasing an apartment complex. The 401K is a Solo 401K account that is tied to my company IMG Syste… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
I'm changing employers and I have $90K in my old 401K
I'm changing employers and I have $90K in my old 401K with Charles Schwab that's growing at 5-6% annually. My new employer has a 401K plan with Merill Lynch. I live in California and my family's margi… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
If a group retirement plan dentist office wants to invest in
If a group retirement plan for a dentist office wants to invest in a private placement, are there eligibility requirements and is it required to fill out investor suitability form?… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
Investment question. Are there roll over options out of a
Investment question. Are there roll over options out of a 401K to a precious metal / Gold/ IRA in the state of WA?… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
I am a majority owner of an LLC partnership that is growing.
I am a majority owner of an LLC partnership that is growing. I'd like to offer a 401K program for myself and the employees. I have a few questions related to this. What type of organization or advisor… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
I am exploring opening a franchise business and funding the
I am exploring opening a franchise business and funding the purchase, buildout and start up capital with funds rolled over into a self directed IRA custodial account. One consultant firm stated that I… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
I want to set up SOLO 401k. Im self employed LLC without employees.
I want to set up SOLO 401k. I'm self employed LLC without employees. Can you offer a guidance with steps necessary to accomplish this.… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,360 satisfied customers
Solo 401k: My business is set up as sole proprietor.
Solo 401k: My business is set up as sole proprietor. I also have a solo 401(k) for myself, could my spouse, who is also an employee open up a solo 401k under my company? Or do I have to change my busi… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
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need someone who has a background in trust and fiduciary
I actually need someone who has a background in trust and fiduciary accounting, I'm looking at a trust accounting (Schedule F & it involves real property held first as tenancy in common then limited p… read more
BK-CPA
BK-CPA
Bachelor's Degree
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My employer is switching the 401(k) plan from a self-directed
My employer is switching the 401(k) plan from a self-directed plan to one with a limited investment menu. They say that I have to sell all of my investments when they go to the new plan. I paid the co… read more
Eric
Eric
Financial Manager
Bachelor's Degree
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Im looking to open a Solo 401k, as Im self employed and have
I'm looking to open a Solo 401k, as I'm self employed and have no employees. I understand that I'm able to make Roth contributions up to $16,500 per year and traditional contributions up to 25% of my … read more
Bill
Bill
Master's Degree
3,132 satisfied customers
Are there any good 401k plan offering comparison tools ...
Are there any good 401k plan offering comparison tools out there? I have visited 401kexchange.com and the amount of information is daunting.… read more
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Ed Johnson
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