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May 2022

May 3
May 3, 2022 @ 1:00 pm - 2:00 pm PDT
|Recurring Event (See all)

An event every week that begins at 1:00 pm on Monday, Tuesday and Friday, repeating until May 16, 2022

Live Q&A Webinar – Solo 401k & IRA LLC

Live Q&A session geared towards new and prospective Solo 401k and IRA LLC clients.

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May 6
May 6, 2022 @ 1:00 pm - 2:00 pm PDT
|Recurring Event (See all)

An event every week that begins at 1:00 pm on Monday, Tuesday and Friday, repeating until May 16, 2022

Live Q&A Webinar – Solo 401k & IRA LLC

Live Q&A session geared towards new and prospective Solo 401k and IRA LLC clients.

Find out more »
May 9
May 9, 2022 @ 1:00 pm - 2:00 pm PDT
|Recurring Event (See all)

An event every week that begins at 1:00 pm on Monday, Tuesday and Friday, repeating until May 16, 2022

Live Q&A Webinar – Solo 401k & IRA LLC

Live Q&A session geared towards new and prospective Solo 401k and IRA LLC clients.

Find out more »
May 10
May 10, 2022 @ 1:00 pm - 2:00 pm PDT
|Recurring Event (See all)

An event every week that begins at 1:00 pm on Monday, Tuesday and Friday, repeating until May 16, 2022

Live Q&A Webinar – Solo 401k & IRA LLC

Live Q&A session geared towards new and prospective Solo 401k and IRA LLC clients.

Find out more »

Harvard Law Attorney George Blower reviews how to use a Mega Backdoor Roth Solo 401k to save up to $61k (or even $67,500 if you are 50 or older) to a Roth IRA and then invest in bitcoin and other cryptocurrencies.

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May 13
May 13, 2022 @ 1:00 pm - 2:00 pm PDT
|Recurring Event (See all)

An event every week that begins at 1:00 pm on Monday, Tuesday and Friday, repeating until May 16, 2022

Live Q&A Webinar – Solo 401k & IRA LLC

Live Q&A session geared towards new and prospective Solo 401k and IRA LLC clients.

Find out more »

In the wake of the bankruptcy warning in the recent securities filing of Coinbase, Harvard Law Attorney George Blower reviews the advantages of a Crypto Solo 401k vs Crypto IRA with regards to mitigating crypto exchange bankruptcy risk.

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July 2022

Please join 7/6/2022 at 1 PM Pacific/4 PM Eastern as Harvard Law Attorney reviews the options for E*Trade individual 401k account holders in response E*Trade's decision to no longer support non-deductible employee contributions (Mega Backdoor Roth Solo 401k) for its individual 401k plans.

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Please join 7/14/2022 at 1 PM Pacific/4 PM Eastern as Harvard Law Attorney George Blower reviews the options for TD Ameritrade individual 401k account holders in response to TD Ameritrade's decision to no longer support solo 401k participant loans for its individual 401k plans.

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March 2023

Mar 24
March 24, 2023 @ 1:00 pm - 2:00 pm PDT
|Recurring Event (See all)
Recurring Event

How Can I Invest my Solo 401k in a Certificate of Deposit (CD)?

Please join us Friday 3/24/2023 @ 1:00 PM Pacific/4:00 PM Eastern as Harvard Law Attorney George Blower reviews to invest a Solo 401k in a certificate of deposit (CD).

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September 2023

Please join Today (9/18/2023) at 1:00 pm Pacific/4:00 pm Eastern as Harvard Law Attorney George Blower leads an in-depth discussion of the Solo 401k Contribution rules to help you determine how much self-employment income you need to make to maximize Solo 401k contributions. This webinar is geared towards self-employed businesses taxed as Partnership, Multi-Member LLC (1065/K-1).

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March 2024

Please join Live Q&A on Friday ​3/15/2024 at 11:30 am Pacific/2:30 pm Eastern as we discuss the Biden Administration's recent proposal to ban the Mega Backdoor Roth strategy and what it means for your retirement planning.

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