Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.
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Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.
An Individual 401(k) or Solo 401(k) plan allows individuals from owner-only businesses and partnerships to set aside money in a tax-advantaged retirement account for themselves.
Easy to set up and maintain
Potentially higher contribution limits than a SEP IRA
More flexibility than other plans - may take personal loans, invest in collectibles, avoid UDFI, avoid UBIT on leveraged tax properties
Eligibility:
Funding Your Account:
Withdrawals:
Withdrawals:
2023 Contributions:
Administrative Responsibilities:
Plan Setup Deadline:
Easy to set up and maintain
Potentially higher contribution limits than a SEP IRA
More flexibility than other plans - may take personal loans, invest in collectibles, avoid UDFI, avoid UBIT on leveraged tax properties
Eligibility:
Funding Your Account:
Withdrawals:
Withdrawals:
2023 Contributions:
Administrative Responsibilities:
Plan Setup Deadline:
Each year the IRS reviews and sometimes adjusts how much you can contribute to retirement accounts. See how much you are allowed to contribute by account type.