Today’s Flashback Friday is from episode 542 published last July 15, 2015. The world of long term financial savings plans can leave you dizzy. The paperwork can be pages and pages of jargon which make plans hard to distinguish and administer. Jason’s guest Edwin Kelly from Specialized IRA Services breaks down the Self Directed IRA,…
Read article
The majority of people don’t even look at learning how to put money into this business until later in life when they have a thriving career and a good deal of additional income at their disposal. The Investor’s Business Daily has a proprietary (top secret) rating system that they use to evaluate stocks. Newspaper Investors…
Read articleDoes spouse automatically inherit 401k? If you’re married, federal law says your spouse* is automatically a beneficiary of your 401k or other retirement plan, period. You should still fill out the beneficiary form with your spouse’s name, for the record. If you want to name a beneficiary other than your spouse, your spouse must sign…
Read article
This reminder applies only to our Solo 401k clients. The below information does not apply to an IRA LLC structure. This is a quick reminder to all of our Solo 401k clients, that you must sign your 401k restatement documents by July 31, 2022. Here are some quick notes: Who Must Sign the Updated Documents?…
Read article