This article has been updated for 2022. Real Estate in a Defined Benefit Plan: Introduction Real estate can be a great investment. It has the potential to provide “return” through monthly cash flow, asset appreciation, and the paydown of any outstanding loan balance. What’s more, these returns may be magnified through the use of financing […]
November 5, 2021
This article has been updated for 2022. Defined Benefit Plan Due Dates Defined Benefit Plans have several deadlines. In order to receive favorable tax treatment and avoid penalties, you must meet these due dates in a timely fashion. What deadlines must you be aware of in a Defined Benefit Plan? First, you must set up […]
September 30, 2019
This article has been updated for 2022. What Is the Schedule SB? The Schedule SB is an attachment to the Form 5500 series. The schedule reports the funding adequacy of the Defined Benefit Plan. An Enrolled Actuary must certify the figures on the form. Importantly, the Schedule SB does not show the maximum deductible contribution. […]
August 15, 2019
This article has been updated for 2022. If you have a Solo 401(k), you may encounter an interesting situation. First, as a part of maintaining a 401(k) Plan, you may need to file Form 5500-EZ. However, you will likely find that your financial provider does not offer this filing as a service. It’s not that […]
May 30, 2019
