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Terminating Your Solo-K

There will come a time for most of us (hopefully) where we need to terminate our 401(k) plan. While this is not difficult to do, please do not forget to terminate the plan. Remember you are the Trustee for the plan, and no one else can direct the plan to be terminated. It is your plan! These steps, fortunately, do…read more →

How do I Complete a W-9 for an IRA LLC

The use of a W-9 with your IRA LLC investing is a certainty.  Don’t be afraid to complete and submit….you will need to complete at some point in time, especially if you make a passive investment with an investment sponsor.  The W-9 is not submitted to the IRS; rather, a W-9 is utilized to collect information for tax reporting, including…read more →