Fulcrum Self-Directed: Better Options for Your Retirment Savings

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Qualifying for a Self-Administered 401(k)

Keep in mind that to qualify for a 401(k) plan, the individual (and, potentially, an individual and their spouse) must be self-employed and carry on self-employed activities.  Generally, the IRS defines self-employment activities as:

1)    You carry on a trade or business as a sole proprietor or an independent contractor.

2)    You are a member of a partnership that carries on a trade or business

3)    You are otherwise in business for yourself (including a part-time business)

Sole Proprietorship

Independent Contractor

Partnership          

Trade or Business

Part-Time Business – Are you a W-2 employee who also has self-employment activities through a home-based business?  Then you most likely will qualify for a 401(k) plan for your home-based business.  Think of the potential opportunities you have in front of you.  Being able to operate your business’ 401(k) plan, make contributions based on your self-employment activities, and rollover other retirement funds into the plan.  Think of the freedom you will have to invest your 401(k) funds into assets that you desire.

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About John Park

John

As co-founder of Fulcrum Self-Directed, John Park believes in the power of self-directed plans tempered by the individual responsibility to operate the plan in compliance with IRS and DOL regulations. As such, Fulcrum Self-Directed is in a unique position to assist a client in establishing an IRS compliance self-directed plan, while guiding clients with their responsibility to operate and administer their plan.

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