SOLO 401(K): THIS IS A SELF-EMPLOYED OR INDIVIDUAL 401(K)

  1. QUALIFIED RETIREMENT PLAN WITHOUT THE COMPLEX ERISA RULES
  2. DESIGNED FOR EMPLOYERS WITH NO FULL-TIME EMPLOYEES (HOWEVER, COVERS BUSINESS OWNERS AND SPOUSES)
  3. INCENTIVE TO SAVE FOR RETIREMENT – PAY NO TAXES UNTIL RETIREMENT
  4. MAKE CONTRIBUTIONS TO PLAN AS EMPLOYEE AND EMPLOYER
  5. TO QUALIFY MUST HAVE SOME SELF-EMPLOYED INCOME (DO NOT NEED TO WORK FULL TIME TO QUALIFY – SO CAN WORK FULL TIME WITH PART-TIME SELF EMPLOYMENT INCOME)
  6. SOLO 401(K) CAN BE ADOPTED BY SOLE PROPRIETORSHIP, LLC, PARTNERSHIP, S-CORP OR C-CORP
  7. CERTAIN INDIVIDUALS MAY BE EXCLUDED (UNDER AGE 21, NON-RESIDENT ALIENS, UNION MEMBERS FOR WHICH RETIREMENT BENEFITS WERE SUBJECT TO COLLECTIVE BARGAINING AGREEMENT, ETC.)
  8. 2 TYPES; BROKERAGE BASED AND SELF-DIRECTED (AKA “CHECKBOOK CONTROL”)
  9. CONTRIBUTION LIMITS ARE THE SAME AS REGULAR 401(K)’S. HOWEVER, THERE ARE OTHER CAVEATS OR CALCULATIONS BASED ON YOUR BUSINESS STRUCTURE.

“FIRST CLASS SOLUTION SUITE”

CONTACT RTW TODAY FOR ALL YOUR TAX AND BUSINESS NEEDS.  2017 TAXES SHOULD BE FILED EARLY DUE TO THE EXPERIAN DATA BREACH.   DON’T WAIT, CALL OR EMAIL NOW. info@rtwxxact.com