June 23, 2021

Solo 401(k) DEEP DIVE w/Jordan Sheppard: Checkbook Control of Your Retirement Account

Solo 401(k) DEEP DIVE w/Jordan Sheppard: Checkbook Control of Your Retirement Account

If your accountant hasn't told you about the solo 401(k), you need to hear this episode. This structure could help accelerate your retirement plan by giving you checkbook control and allowing you to invest in an insane variety of assets, from real estate to crypto and much, much more.

Today's episode is a deep-dive into the solo 401(k), which is a 'secret weapon' for solopreneurs. Did you know you can buy cryptocurrencies, gold, real estate, or even a race horse with a solo 401(k)???

Log onto E*Trade and try to buy investment real estate within your IRA. You can't do it. And that's why you need a solo 401(k). Not to mention, the SUPER-HIGH contribution limits.

Jordan Sheppherd has helped hundreds of people set up solo 401(k) plans. He's an expert in this stuff and he's a really cool dude.

Self-direction is an amazing opportunity that I believe all self-employed people should take advantage of. But don't take my word for it; check out this episode and find out for yourself.

Learn more about Jordan's services at www.checkbookira.com.

Disclosure: I hired Jordan to set up my solo 401(k) a few years back, and it was the single most important decision I've made in my retirement planning process.

Hey, do you have a question about retirement planning you'd like me to answer on a future episode? Email me at matt@rogueretirementlounge.com or visit my retirement planning podcast website and click the red "Send Matt a Voicemail" button on the side and ask a question there.

Also, if you can leave me a review for this podcast on whatever platform you use, I'll be your best friend!