Here is a bunch of videos and blogs that can increase your education!
The prohibited transaction rules are the most important rules to understand when you self-direct your retirement account. These rules restrict not what investments your retirement plan may acquire but whom your plan may transact with. A prohibited transaction occurs...read more
Do you need access to your retirement account funds to start a business, to pay for non-traditional education expenses, to make a personal investment, or to pay off high interest debt? Rather than taking a taxable distribution from your 401(k), you can access a...read more
As we reach the end of the year it is time to start thinking about how to best maximize your annual retirement plan contributions. One of the most commonly used strategies for our clients is an s-corporation and 401(k). A properly structured s-corporation is utilized...read more
A Roth IRA cannot be transferred or rolled over to a Roth 401(k). That comes as a surprise to many Roth IRA owners who later establish or participate in a Roth 401(k) as Traditional IRAs can be rolled over to Traditional 401(k) accounts. However, because of some...read more