Ascensus has signed a deal to acquire Vanguard’s Individual 401(k), Multiple Participant SEP and SIMPLE IRA Plans division. The acquisition is projected to finalize in the third quarter of 2024; the ...

Wall Street is playing catch-up to the US’ self-employment boom as institutional investors rush to package and sell solo ...

Ascensus announced Tuesday that it's acquiring three Vanguard Group lines of retirement plans designed for small businesses: the Individual 401(k), Multiple Participant SEP and SIMPLE IRA plan ...

A self-directed 401(k) gives you more control over your retirement savings, letting you invest in alternative assets like real estate, private equity or even cryptocurrency. That flexibility can open ...

But what makes Self-Directed Solo 401 (k) plans so powerful, and what are some tips individuals can use to realize the full potential of these plans? American IRA used the post to highlight some of ...

A Self-Directed Solo 401 (k) is a retirement savings plan specifically designed for self-employed individuals, such as freelancers, sole proprietors, and small business owners with no employees other ...

There is a plan called the Solo 401 (k) plan that, when self-directed, affords investors a wide range of potential options for retirement investing. American IRA’s most recently blog highlighted some ...

The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. The form satisfies annual reporting and filing obligations set by the IRS. It's another ...