Integrity • Passion • Excellence

By George Roberts III

A Solo 401(k) offers many advantages over a Self-Directed IRA.
– Checkbook control
– Distributions at age 55 without penalty
– No RMDs
– No UDFI (Unrelated Debt Financed income) tax

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This article has been prepared for informational purposes only, and is not intended to provide, nor should it be relied upon for legal, tax, or accounting advice. You should consult your own legal, tax and accounting professionals. Do your own due diligence.

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