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 […]

Real Estate in a Defined Benefit Plan

Real Estate in a Defined Benefit Plan. What Are the Considerations?

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 with a Defined Benefit Plan? First, you must set up […]

Defined Benefit Plan Deadline

2022 Defined Benefit Plan Deadlines. Due Dates to Set Up and Fund the Plan.

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. […]

Schedule SB

Schedule SB – Defined Benefit Plan Actuarial Information

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 […]

Form 5500-EZ

Form 5500-EZ: [Updated] Instructions with Screenshots for Solo 401(k) Plans