Join IRA Financial Founder Adam Bergman and learn everything you need to know about the Solo 401(k).
Join us LIVE on February 8th at 1:00PM EST!
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About IRA Financial:
IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.
IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IRA Financial’s in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.
IRA Financial is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.
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LEARN MORE ABOUT: IRA Accounts
INVESTING IN A GOLD IRA: Gold IRA Account
INVESTING IN A SILVER IRA: Silver IRA Account
REVEALED: Best Gold Backed IRA
Are you a self-employed individual or a small business owner looking to maximize your retirement savings? If so, then the Solo 401(k) Masterclass is the perfect opportunity for you to learn about this powerful retirement savings tool.
The Solo 401(k) is a retirement account designed for self-employed individuals and business owners with no employees other than a spouse. It offers the same tax advantages and benefits as a traditional 401(k) plan, but with higher contribution limits and greater flexibility.
The Solo 401(k) Masterclass is an in-depth workshop that covers everything you need to know about setting up and maximizing your Solo 401(k) plan. The class is led by experienced financial professionals who will guide you through the process of opening and managing your account, as well as help you develop a customized investment strategy to achieve your retirement goals.
During the Masterclass, you will learn about the various contribution options available with a Solo 401(k), including both employee and employer contributions. You will also learn about the potential tax benefits and advantages of the plan, such as the ability to make tax-deductible contributions and potentially lower your taxable income.
In addition, the Solo 401(k) Masterclass will cover important topics such as investment options, retirement planning strategies, and how to maximize the growth of your retirement savings. You will also have the opportunity to ask questions and receive personalized guidance from experts in the field.
By attending the Solo 401(k) Masterclass, you will gain a thorough understanding of how to use this valuable retirement savings vehicle to its full potential. Whether you are a freelancer, independent contractor, small business owner, or sole proprietor, this class will provide you with the knowledge and tools you need to secure your financial future.
In conclusion, the Solo 401(k) Masterclass is a valuable educational opportunity for anyone looking to take control of their retirement savings. Whether you are just starting to save for retirement or looking to optimize your existing retirement plan, this class will provide you with the knowledge and resources you need to succeed. Don’t miss out on this chance to learn from the experts and set yourself up for a secure and comfortable retirement.
Does the employer Roth contribution have to be made to a separate Roth account, or can it be made to the same Roth account that holds the employee contribution? Thanks.
Great content! Thanks. You mentioned that in 2024 you can contribute the Solo 401K employer portion to a Roth account. Can the employer portion also be contributed to a Roth account for 2023, or does that start in 2024? Thanks.