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  • Sophie W, replied to a discussion
    Thanks George! Yes those 1099 INTs were issued to solo k Trust and the Trust’s EIN. I’ll disregard them in my personal tax return and keep those 1099 INTs with…
  • MARK D. replied to a discussion
    I think that’s my problem that I’m having is that you guys put a G code on the 1099R. I did not want to convert my pretax 401(k) to my…
  • George Blower replied to a discussion
    1) A solo 401k may invest in I-Bonds via an account at Treasury Direct opened under the name and EIN of the Solo 401k (with separate accounts if both pre-tax…

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Companies

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  • Company logo of My Community Webinars

    My Community Webinars

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  • Company logo of My Seattle Realty, Inc - Excellence in Real Estate

    My Seattle Realty, Inc – Excellence in Real Estate

    Our company started in West Seattle as a small boutique real estate office.

    99% of our business is done by referral and we treat every customer as our family. Whether you are looking to buy your first small condo or considering expanding multi-million dollar portfolio, we are happy to assist you and provide our expertise.

  • Company logo of Amy L. Senn, P.A. - Family Law

    Amy L. Senn, P.A. – Family Law

    My practice is exclusively in the area of family law and representing parents in child protection matters.
    Amy L. Senn is a member of the Minnesota State Bar Association, the Tenth Judicial District Bar Association and the Washington County Bar Association. She was admitted to the Minnesota Bar in 1994. Ms Senn is also licensed to practice in the U.S. District Court – District of Minnesota and the U.S. Court of Appeals.

References

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  • July 6, 2021 | 0 replies
    Steven is extremely knowledgeable regarding taxes as they relate to solo 401K investments. My clients often reach out to him for UBIT and UDFI expert…

Organizers

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  • My Solo 401k Financial

    May 30, 2021 | 0 replies
    Our products and services provide our clients the freedom to use their retirement funds to finance their own business, invest in alternative investments such as…

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