
- QUALIFIED RETIREMENT PLAN WITHOUT THE COMPLEX ERISA RULES
- DESIGNED FOR EMPLOYERS WITH NO FULL-TIME EMPLOYEES (HOWEVER, COVERS BUSINESS OWNERS AND SPOUSES)
- INCENTIVE TO SAVE FOR RETIREMENT – PAY NO TAXES UNTIL RETIREMENT
- MAKE CONTRIBUTIONS TO PLAN AS EMPLOYEE AND EMPLOYER
- TO QUALIFY MUST HAVE SOME SELF-EMPLOYED INCOME (DO NOT NEED TO WORK FULL TIME TO QUALIFY – SO CAN WORK FULL TIME WITH PART-TIME SELF EMPLOYMENT INCOME)
- SOLO 401(K) CAN BE ADOPTED BY SOLE PROPRIETORSHIP, LLC, PARTNERSHIP, S-CORP OR C-CORP
- CERTAIN INDIVIDUALS MAY BE EXCLUDED (UNDER AGE 21, NON-RESIDENT ALIENS, UNION MEMBERS FOR WHICH RETIREMENT BENEFITS WERE SUBJECT TO COLLECTIVE BARGAINING AGREEMENT, ETC.)
- 2 TYPES; BROKERAGE BASED AND SELF-DIRECTED (AKA “CHECKBOOK CONTROLâ€)
- CONTRIBUTION LIMITS ARE THE SAME AS REGULAR 401(K)’S. HOWEVER, THERE ARE OTHER CAVEATS OR CALCULATIONS BASED ON YOUR BUSINESS STRUCTURE.
“FIRST CLASS SOLUTION SUITEâ€
CONTACT RTW TODAY FOR ALL YOUR TAX AND BUSINESS NEEDS. 2017 TAXES SHOULD BE FILED EARLY DUE TO THE EXPERIAN DATA BREACH.  DON’T WAIT, CALL OR EMAIL NOW. info@rtwxxact.com