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An Introduction to Self-Directed Solo 401(k)s

AN INTRODUCTION TO SELF-DIRECTED SOLO 401(k)s

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 16, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This course is designed for tax professionals who have one-person business owner, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize when a client might benefit from adopting a plan, gain solid background knowledge to answer their most common questions and learn about important information regarding applicable tax implications and filing requirements. As your clients’ most trusted advisor, they come to you asking for ways to reduce their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), might be one of the best, most cost-effective and tax-efficient optimization strategies available for them.

Learning Objectives:


  • Gain an understanding of the Self-Directed Solo 401(k)’s eligibility requirements, contribution limits, investment options, features and provisions.

  • Discover tax-planning opportunities that can help your clients have a tax-efficient and compliant savings strategy for today and in retirement.

  • Learn the pitfalls that could result in adverse tax consequences and penalties.

  • Obtain important tax filing information and learn about the reporting requirements for the plan.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Whitney Nash is the President and CEO of Nashional Self-Directed LLC. She is a Self-Directed Solo 401(k) retirement plan provider and educational consultant. Prior to starting Nashional Self-Directed, Whitney spent several years as a Financial Advisor working alongside her husband, who is a CERTIFIED FINANCIAL PLANNER™ professional and CPA. This experience has given her a unique perspective and overlapping knowledgebase about retirement plans and their tax implications. Whitney provides lectures that address basic and advanced Self-Directed Solo 401(k) information and concepts at tax/accounting and real estate-related seminars and conferences.

About Our Presenter

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Nashional Self-Directed LLC is a Self-Directed Solo 401(k) retirement plan provider. We assist our clients with customizing and designing their Self-Directed Solo 401(k) plan to meet their needs. This process includes upfront and ongoing guidance for our clients so that they understand the rules and administrative requirements to keep the plan in effect and in compliance, providing the annual updates required by the IRS and DOL and we can also help the account holders connect with banks and brokerage investment advisors that are familiar with these kind of trust accounts, if needed.