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Understanding Solo 401(k)s
A Solo 401(k) can be a powerful investment tool for the self-employed because they can contribute as the employee AND the employer. But because self-employed individuals often have several roles—employer, trustee, plan participant, etc.—adopting and operating the plan can be confusing.
Join Clay Malcolm of Advanta IRA who will break down the concepts and logistics of setting up and managing a Solo 401(k).
If you are considering opening a Solo 401(k), but need more information, don’t miss this webinar!
This webinar took place on 1/19/2021, but you can still download it and learn how to understand Solo 401(k)s. Fill out the form to the right to download this webinar.
Contact Us with any questions.
DOWNLOAD WEBINAR
About the Presenter
Clay Malcolm
Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University and is also a life-long golfer and avid hiker.
Understanding Solo 401(k)s
A Solo 401(k) can be a powerful investment tool for the self-employed because they can contribute as the employee AND the employer. But because self-employed individuals often have several roles—employer, trustee, plan participant, etc.—adopting and operating the plan can be confusing.
Join Clay Malcolm of Advanta IRA who will break down the concepts and logistics of setting up and managing a Solo 401(k).
If you are considering opening a Solo 401(k), but need more information, don’t miss this webinar!
This webinar took place on 1/19/2021, but you can still download it and learn how to understand Solo 401(k)s. Fill out the form to the right to download this webinar.
Contact Us with any questions.
DOWNLOAD WEBINAR
About the Presenter
Clay Malcolm
Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University and is also a life-long golfer and avid hiker.
