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Unified Wealth was designed to assist clients in building the personalized retirement account they need in order to truly self direct their futures.
1. Provide several types of tax-deferred and tax-exempt self-directed investment accounts to real estate investors
2. 1-on-1 Free Wealth Strategy Session
3. Monthly Newsletters, Webinars, and other educational resources on how to use the self-directed account
4. Customer support access for the life of the account
5. Exclusive access to non-recourse loans through Unified Wealth Self-Directed Investment Accounts
What is a self-directed IRA?
A self-directed IRA is an individual retirement account (IRA) that allows you to choose the investments. This means you have more control over the account, but you also take on more risk.
What’s the difference between an employer sponsored 401K and a Solo 401K?
A Solo 401(K) is designed for self-employed individuals and sole proprietors. The participant can contribute as an employee, and also make profit sharing (employer) contributions from their business.
How much can I contribute to my IRA?
As of 2023, the annual contribution limit is $6,500, or $7,500 if you are over the age of 50
an I contribute to more than one IRA at a time?
Technically, yes. However, the $6,500 maximum contribution limit is applied per individual, not per account. You can spread your contributions across multiple IRA’s, but you cannot exceed the maximum contribution amount
What is the maximum I can contribute to my Solo 401K?
You can contribute up to $66,000 for the 2023 tax year. If you are over the age of 50, you are eligible for an additional catch-up contribution of $7,500 per year. The maximum amount you can contribute depends on your annual income or profit of your business, so always speak with a CPA before contributing to your Solo 401(K).
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