Self-Directed Solo 401(k)s: Here's What to Know | Alternative Investing | Equity Trust

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  • เผยแพร่เมื่อ 7 พ.ย. 2024

ความคิดเห็น • 16

  • @worldtravelerusa5066
    @worldtravelerusa5066 3 ปีที่แล้ว +7

    Probably the best I've watched so far. Thank you!

    • @equitytrustcompany
      @equitytrustcompany  3 ปีที่แล้ว

      Great to hear! We're happy you found it helpful. If you'd like to learn more, download our free guide: try.trustetc.com/self-directed-solo-401k/

  • @rolandlamore5439
    @rolandlamore5439 2 ปีที่แล้ว +1

    John I've watched many videos and you explain by far better then all others and I thank you for that sir

  • @TheOne-vf2yw
    @TheOne-vf2yw 2 ปีที่แล้ว +1

    Question: Let's say I make 20K in my self employment business. I make over 6 figures from a full time w-2 job. How do I handle quarterly taxes for that 20k throughout the year if I want to defer all of it to a solo 401k? Do I need to make the payments or is there something to submit and say you are deferring that income that was generated during a specific quarter? Thanks

  • @cathys9525
    @cathys9525 2 ปีที่แล้ว

    Hi, I'm the owner and only member of my small business LLC, I paid by 1099-NEC, not W-2. The CPA said SOLO 401K only works for W-2 not 1099-NEC, is that true? Thank you!

  • @trevoraugustus2249
    @trevoraugustus2249 ปีที่แล้ว

    Can you rollover or transfer solo-k from Vanguard into a self-directed solo-k at Equity Trust?

    • @adibak8735
      @adibak8735 7 หลายเดือนก่อน

      yes

  • @owenkellogg3130
    @owenkellogg3130 3 ปีที่แล้ว

    Can you day trade within a Self Directed Solo 401k if you have at least $25k? I really like buying in and out of volatile stocks in my Roth IRA.

    • @brianc9036
      @brianc9036 2 ปีที่แล้ว +1

      I am more of a swing trader. But my Solo 401k through Fidelity has essentially functioned like my Roth IRA through them. I have been able to buy and sell whatever I want through the parameters of Fidelity.

    • @owenkellogg3130
      @owenkellogg3130 2 ปีที่แล้ว

      @@brianc9036 Awesome, thanks for the help!

    • @j10001
      @j10001 ปีที่แล้ว +1

      You can trade fairly short term, but cannot use margin in an IRA account. So this means you have to wait for one trade to clear before making another one.

  • @michaelp1365
    @michaelp1365 3 ปีที่แล้ว

    So if I make $50000 and put $25000 total into my solo 401k, do I put only $25000 on my w2 and $25000 on my 941s? I am 57 years old, so I would save 12.4% and 2.9% for SSI or $3825, this sounds too good to be true! Please answer all of these questions, I would greatly appreciate it.

    • @michaelp1365
      @michaelp1365 3 ปีที่แล้ว

      I have an S corp, but it is just me now

  • @trevoraugustus2249
    @trevoraugustus2249 2 ปีที่แล้ว

    🔥

  • @JLW667
    @JLW667 2 ปีที่แล้ว

    👏🏿👏🏿👏🏿