Solo 401(k) vs. Self-Directed IRA: ONE IS WAY Better For Real Estate… (Part 4 SDIRA Series)

In this video, we break down the key differences between a Solo 401(k) vs SDIRA, including higher contribution limits, the ability to avoid UDFI tax when using leverage, and access to a $50,000 loan. 5:10 Watch My Previous Video WHY ONE MISTAKE Could COST You Your Entire IRA (Part 3 SDIRA Series) 👉 https://youtu.be/R0nPw5a0FT8 Learn how self-employed individuals and business owners can use a Solo 401(k) as a powerful retirement and real estate investing strategy. We also explain the requirements to qualify, including how to set up a business to sponsor your plan. If you’re a real estate investor looking to maximize tax advantages and retirement savings, this guide will help you decide which account is right for you. Would you like to learn more about this strategy? Schedule a free Consultation 👉 https://aba.link/1252d4 Watch to see if it makes sense to switch from a Self-Directed IRA to a Solo 401(k). Show Notes: 0:00 Intro: Why Solo 401(k) Beats a Self-Directed IRA 1:57 Why Passive LLCs Don’t Qualify 3:18 Solo 401(k) Contribution Limits and Funding 4:42 Rolling Over an IRA or Old 401(k) 6:32 Benefit #1: Full Checkbook Control 8:04 Benefit #2: Borrow Up to $50,000 9:12 Benefit #3: Pool Spousal Retirement Accounts 10:14 Benefit #4: No UDFI Tax on Leveraged Deals 11:17 Benefit #5: More Forgiveness for Mistakes 13:10 Benefit #6: Lower Audit Risk 14:03 Best Solo 401(k) Structure for Real Estate 17:00 When a Self-Directed IRA Still Makes Sense 18:02 Why the Solo 401(k) Wins for Real Estate Investors 19:18 2026 Solo 401(k) Upgrade Roadmap --------------------------------------------------------------------------------------------------------- FREE TAX & ASSET PROTECTION WORKSHOP Register for an upcoming workshop today to protect your business and personal assets from snoopy lawyers, creditors, or even greedy people out to make a quick buck who want to take advantage of YOU. 👉 Save Your Seat: https://aba.link/pm1z ~~~~ FOLLOW US: Instagram: https://aba.link/instagram Facebook: https://aba.link/facebook Twitter: https://aba.link/twitter LinkedIn: https://aba.link/linkedin ~~~~ CONTACT US Phone: 800.706.4741 Email: info@andersonadvisors.com Fax: 702.664.0545 ABOUT CLINT COONS Clint Coons, Esq. has grown his legal and tax firm to over 400 employees by assisting real estate investors with creating and implementing solid entity structuring plans. His success in these regards is in large part due to his personal investing experience. A successful attorney, real estate investor, and speaker, Clint has used his innovative and dynamic strategies coupled with knowledge borne from experience to help thousands of people save millions of dollars and build real wealth. --------------------------------------------------------------------------------------------------------- The information provided in this video should not be construed or relied on as financial, investment, or legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice. #SelfDirectedIRA #401k #RealEstateInvesting