Solo 401(k) Archives

Understanding Individual 401(k) Rollover Rules

Learn the guidelines and benefits of Solo 401(k) rollovers, including inbound and outbound rollovers, tax advantages, and how many 401(k) rollovers are allowed per year. Speak with a specialist at Broad Financial today.

March 19, 2025

Solo 401(k)

Maximizing Retirement Potential with a Real Estate Solo 401(k)

Explore how a Real Estate Solo 401(k) empowers self-employed individuals to invest in properties with tax advantages and high contribution limits. Learn the benefits, rules, and considerations of incorporating real estate into your retirement strategy.

March 4, 2025

Solo 401(k)

IRS Updates 2025: What to Know About the New Solo 401(k) Contribution Limits

See how much you can contribute to a Solo 401(k) annually as the IRS updates 2025 contribution limits. Learn about the benefits of a Self-Directed Solo 401(k) and contact Broad Financial to open your account today.

February 19, 2025

IRS Rules and Regulations Solo 401(k)

Solo 401(k) vs. Traditional IRA: Which Retirement Plan Best Fits Your Goals?

Learn the key differences between Solo 401(k) plans and Traditional IRAs. Explore how self-directed options open up new opportunities for retirement investing. Contact Broad Financial today to start investing your way.

February 11, 2025

Solo 401(k)

Can I Roll an IRA Into a Solo 401(k)?

Learn the benefits of rolling an IRA into a Solo 401(k) and the steps to complete a rollover. Contact Broad Financial to open a Self-Directed Solo 401(k) in just a few easy steps.

January 21, 2025

Solo 401(k)

Solo 401(k) Success Story: Diversifying Beyond Wall Street with Broad Financial

Learn how a self-employed entrepreneur diversified his retirement portfolio by rolling over his IRA into a Broad Financial Self-Directed Solo 401(k). Schedule a call today to learn more about our Self-Directed Solo 401(k).

December 17, 2024

Solo 401(k)

How to Buy Crypto with a Self-Directed Solo 401(k)

Buying crypto through our Self-Directed Solo 401(k) can help diversify your portfolio while also providing tax advantages on any potential crypto gains. See how it works and schedule a discovery call today.

August 20, 2024

Cryptocurrency Solo 401(k)

7 Popular Self-Directed Solo 401(k) Investments

Investments available for Solo 401(k) owners include real estate, private placements, and more. Contact Broad Financial to learn about the options for self-employed individuals and small business owners.

August 6, 2024

Solo 401(k)

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