Holding a Mortgage Note in Your IRA or 401k
A lot of clients have asked me whether they can hold the mortgage on their house or a business property inside of their IRA or 401k plan. This is an interesting question, especially in light of the...
View ArticleTaking a loan from your 401k plan
This 6 minute video was designed the educate 401k Plan Participants and 401k Plan Sponsors on the advantages and disadvantages of taking a loan from their 401k plans.
View ArticleMaximizing 401k Contributions – New Comparability
New Comparability Plans Is there a large age gap between the owners and employees in your company? As an owner, do you want to make additional profit sharing contributions to your account? If so, you...
View ArticleTop 5 Tips – Choosing a 401k Plan Provider
It’s that time of year when employers re-evaluate existing pension plans, comparing value and performance, looking for ways to save money. With the recent fee disclosure rules put in place by the U.S...
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