Opportunity Zone (OZ) investments allow you to re-invest any capital gain (from stock, real estate, etc.) into an OZ qualifying investment and obtain tax deferral of your gain, taxable gain reduction, and tax-free growth of your qualifying OZ investment.

Five Benefits of the Solo 401K

For many Americans, saving for retirement is like exercising or eating healthy, we know we should do it but most of us don’t.   In fact, a survey published by the Washington Post reported that over 70% of Americans are not saving enough for retirement and a study by...