Hellow guys, Welcome to my website, and you are watching Solo 401k Webinar - "How to" Add/Designate Beneficiary for Self-Directed Solo 401k. and this vIdeo is uploaded by My Solo 401k Financial at 2021-03-05T11:46:51-08:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | Solo 401k Webinar - "How to" Add/Designate Beneficiary for Self-Directed Solo 401k |
| Video Uploader | Video From My Solo 401k Financial |
| Upload Date | This Video Uploaded At 05-03-2021 19:46:51 |
| Video Discription | Harvard Law Attorney George Blower leads an in-depth discussion of the rules regarding adding/designating a beneficiary for your self-directed Solo 401k plan. 3:43 What happens to my solo 401k when I die? 5:19 How to complete the beneficiary election form? 8:39 Does the beneficiary election form need to be notarized? 8:55 Can I name my Living Trust as the beneficiary? 10:46 Storing the beneficiary election form 11:14 Updating/Changing the beneficiary election form 12:15 Inherited Solo 401k Account - what happens next? LEARN MORE: https://www.mysolo401k.net/solo-401k/open-a-solo-401k-account/ The solo 401k plan, commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investments. Open an Account: https://www.mysolo401k.net/solo-401k/open-a-solo-401k-account/ Learn More: https://www.mysolo401k.net/solo-401k/ Subscribe to our channel for weekly educational webinars: https://www.youtube.com/channel/UC1vw56qJEnK7DBNqCmeapcg For over 10 years, My Solo 401k Financial is the leading self-directed solo 401k provider having helped over 8,000 clients take control over their retirement funds by focusing on superior knowledge, expertise, and customer service with over 100+ 5-star verified customer reviews on the Better Business Bureau (BBB). |
| Category | Education |
| Tags | Solo 401k | Self-directed Solo 401k | Individual 401k | Beneficiary | Inherited 401k |
