#596 How to Set Up, Maintain, and Maximize Your Solo 401(k)

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4 • 584 Ratings

🗓️ 10 October 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

Take control of your retirement with our Solo 401(k) Special, starting at $895. The offer ends on October 17, 2025! Learn more: https://kkoslawyers.com/solo-401k-special-2025/?utm_source=buzzsprout&utm_medium=description-link&utm_content=596-solo-401k-p2-maintain&utm_campaign=main-street-business-podcast Are you taking full advantage of one of the best retirement strategies available to entrepreneurs and small business owners? In this episode of the Main Street Business Podcast, M...

Transcript

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0:00.0	When we're talking about a solo K, you can go buy stocks, bonds, and mutual funds. I'm not against that.
0:04.4	But that's not all that you can invest in. Like when you have a self-directed solo 401k, you can buy real estate, you can invest in a private company, you can buy crypto, you can buy precious metals, you can invest in a private fund. We're not saying you have to go to Wall Street and buy more stocks, bonds,
0:19.2	annuities, or mutual funds.
0:20.4	It's all about the rate of return,
0:22.3	investing in what you know,
0:23.6	and investing in what you know,
0:23.5	and investing in something else that could get you two or three times the return,
0:27.7	you would get over here in just a simple mutual fund.
0:30.0	Not that they're bad, but wouldn't you like to do both?
0:33.1	And you can't.
0:40.1	Welcome, everyone, to the Main Street Business Podcast.
0:42.3	This is Matt Sorensen, joined by Mark J. Kohler, and we are getting into part two of the
0:46.9	solo 401K, how to set up, maintain, and maximize your solo K.
0:52.4	Yeah.
0:52.6	Some may say fast and the furious part 2 was one of their better ones.
0:56.6	I think this could be better than Part 1.
0:58.8	I'm sure.
0:59.6	Maybe Back to the Future or two.
1:01.9	I mean, I don't know.
1:03.0	Fast and Furious.
1:04.4	Is that your lane?
1:05.8	No, I'm, I don't know.
	...

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