Equity Trust Self-Directed IRA/401(k) Master Academy

Introduction Module: 1) Who is a Solo 401k Plan For 2) Benefits of Solo 3) Why Equity Solo

Introduction Module Quiz

MODULE 1: Understanding Self-Employment/Small Business Income That Supports Contributions

Module 1 Quiz

MODULE 2: Understanding Contributions

Module 2 Quiz

MODULE 3: Understanding Rollovers from Other Retirement Accounts

Module 3 Quiz

MODULE 4: Understanding In-Plan Roth Conversions

Module 4 Quiz

MODULE 5: Understanding Eligibility and Deadlines

Module 5 Quiz

MODULE 6: Basics of Controlled Group and Affiliated Service Rules

Module 6 Quiz

MODULE 7: Case Study of Client Investing in a Real Estate Syndication With a Solo 401k Plan

MODULE 8: Understanding Employer Identification Number (EIN) Requirements and Creation

Module 8 Quiz

MODULE 9: Demo of Equity Solo 401k Plan Setup

MODULE 10: Demo of Equity Solo 401k Plan System Features and Tools

MODULE 11: Understanding Potential Tax Credits for Adopting the New Solo 401k Plan Setup

PDF Slides