Solo 401(k)

There’s a great opportunity looming for pension investors. Learn the basics in this information-packed workshop by Diane Kennedy.

Assuming you still have money left in your pension plan, there are plenty of companies who are more than willing to “help” you invest it and look after it. The problem is, some of these companies don’t necessarily have your best interests at heart!

A SEP (Simplified Employee Pension) is designed to do one thing - make it easy for small businesses to offer a pension plan, where those businesses may not otherwise have the time or money to administer a more complex plan. But as with all simple things, there is often a price - and in this case, it’s strict compliance with the rules - or else!

In a recent Tax Court case, a husband/wife business owner team found out just how high the price can be, when two entire year’s worth of contributions were disallowed for failure to follow the rules.

2008 is the year to fund up your pension plans. It’s never been easier to use pension plans to build wealth tax free. Learn the basics in this information-packed workshop by Diane Kennedy.

Now that I’m back doing strategies again, I’m starting to see even more clearly just why the Solo 401(k) plan may be one of the best tax-planning tools to come along in years!

There is a new online workshop every week as part of the First Class Lounge. Remember, these are all part of your membership which costs less than $10/month. And, the first 30 days are free.