IRA Financial's Adam Bergman Esq. discusses the general rules of the Solo 401(k) plan and how your particular plan documents may have differing rules that you must abide by.

IRA Financial's Adam Bergman Esq. discusses the eligibility rules of the Solo 401(k) plan when you wish to hire additional employees and all your options.

IRA Financial's Adam Bergman Esq. discusses legal alternatives to get access to your IRA funds, even though you can't directly borrow from the plan, like you can with a 401(k) plan.

IRA Financial's Adam Bergman Esq. discusses one of the major benefits of the Solo 401(k) plan for the self-employed - the loan feature, which allows you to borrow up to $50,000 to use however you want.

IRA Financial's Adam Bergman Esq. discusses the many benefits of opening a Solo 401(k) if you are self-employed, including high contribution limits, the UBTI exemption, and the loan feature.

IRA Financial's Adam Bergman Esq. discusses different strategies a self-employed individual can use with a Solo 401(k) as far as the employer profit sharing contributions are concerned.

IRA Financial's Adam Bergman Esq. discusses the "rule of 55," which allows 401(k) owners to withdraw funds from the plan if you leave your job after age 55.

IRA Financial's Adam Bergman Esq. discusses the difference between a standard Self-Directed and a Self-Directed IRA LLC and the benefits of each type of plan.

IRA Financial's Adam Bergman Esq. discusses the deadline for setting up a Solo 401(k) plan for the 2020 taxable tax year and who can start one.

IRA Financial's Adam Bergman Esq. discusses the 401(k) rollover and tips to avoid making a mistake when you roll over 401(k) funds to another retirement plan.