Getting your Solo 401(k) Started - Learn how now!
The Solo 401(k) is one of the most powerful Self-Directed IRA Accounts investors can use to self-direct.
Small business owners must know how it works, who qualifies and how to get the plan in place.
Join us as we talk with Tax Attorney Mary Giganti with Waldheger Coyne. Her expertise with ERISA law and in creating plan documents for Solo 401(k) plans is extensive.
In this webinar, we will provide you with the clarity you need to take the next step and establish your plan.
Director of Investor Education and Onboarding @iPlanGroup
Roberta brings educational training expertise, understanding of business ownership in the construction industry, including tax-advantaged retirement accounts, and new business development strategies.
Roberta’s “real world” experience brings a dynamic experience to Self-Directed IRA educational events and makes the content easy to understand.
Tax Attorney at Waldheger Coyne
Mary practices in employee benefits, ESOPs, business tax law, business succession planning, and estate planning areas.
Mary represents closely-held businesses in all aspects of sophisticated qualified and nonqualified retirement plans, including the design and implementation of such plans, navigating the various IRS and Department of Labor (DOL) voluntary correction programs to maintain such plans in accordance with the laws, and winding up and terminating such plans.