For self-employed investors and small business owners, the Solo 401(k) is often the most powerful account they've never seriously looked at. It offers some of the highest contribution limits available and a set of features that map remarkably well to real estate and lending strategies, yet it tends to get passed over in favor of […]
The current tax environment has more account holders asking a familiar question: should I be converting to a Roth? Converting pre-tax retirement dollars into a Roth can open up years of tax-free growth, but the decision is rarely as simple as it first appears. The right answer depends on your current tax picture, your expectations […]
The account you choose can matter as much as the asset you buy. Most investors spend all their energy picking the right investment and almost none picking the right account to hold it in. That decision can make a meaningful difference over time, especially with alternative assets like real estate and private notes. Join MidAtlantic […]