SOLO 401(K)
A Solo 401(k) is a retirement savings account that is designed for self-employed individuals or small business owners who do not have any full-time employees other than themselves and their spouse.
A Solo 401(k) can be a powerful tool for self-employed individuals and small business owners who want to save for retirement while reducing their tax burden.
​SELF-DIRECTED IRA
A Self Directed IRA is a type of individual retirement account (IRA) that allows you to invest in a wide variety of assets beyond the traditional stocks, bonds, and mutual funds available in typical IRA accounts.
With a Self Directed IRA, you can invest in alternative assets such as real estate, private equity, precious metals, and more. Unlike traditional IRAs, a Self Directed IRA allows you to have more control over your investments and make your own investment decisions.
ANNUITY
An annuity is a financial product that provides a regular income stream in exchange for a lump sum payment. In simpler terms, it's like a savings account that you deposit money into and then receive regular payments from, usually monthly or annually. If you want to invest in the stock market but are concerned with recent market volatility, an annuity is a great way to keep your funds invested in the market with less risk.
ENTITY FORMATION
Forming an LLC is a crucial step for individuals and businesses looking to establish a legal structure that combines the benefits of both limited liability and operational flexibility. It provides a solid legal foundation that not only safeguards personal assets but also facilitates a more adaptable and credible business structure. The importance of forming an LLC is evident in several key aspects, such as liability protection and tax advantages.
TAX PREPARATION
These services cater to the unique tax implications and complexities associated with investment portfolios. Whether an investor is involved in stocks, bonds, real estate, or other financial instruments, navigating the tax landscape can be intricate. Our tax preparation professionals are well-versed in tax laws and regulations that impact investment income, capital gains, dividends, and other financial transactions to help set you up for success on your investing journey.
ABOUT US
At Unified Wealth, we believe that everyone should have the opportunity to control their retirement savings and invest in what they know and believe in. That's why we offer self-directed retirement accounts that allow clients to invest in a wide range of alternative assets, including real estate, cryptocurrency, private equity, precious metals, and more.
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Our self-directed retirement accounts are designed to provide clients with the flexibility and control they need to create a customized retirement portfolio that aligns with their individual financial goals and values. Whether you are looking to diversify your retirement savings or invest in alternative assets that you are passionate about, our team is here to help.