Special Needs Trusts
A special needs trust is designed to provide for a loved one with a disability without jeopardizing their eligibility for government benefits. This trust allows you to set aside funds for their care and quality of life, managed by a trustee according to your instructions.
Who Should Consider a Solo 401(k)?
- Self-employed professionals, freelancers, and small business owners with no full-time employees (other than a spouse).
- Those seeking to maximize retirement contributions and tax advantages.
- Investors looking for broad investment choices and the ability to borrow from their plan.
