Hidden Wealth: Tapping into the Power of Solo 401k & Self-Directed IRA

Maximize your 2025 savings with a Solo 401k! We’ll dive into how to jailbreak your 401k, significantly reduce your tax liability, and create a tax-free income stream at retirement.

Checkbook-controlled plans, such as Solo 401k and Self-Directed IRAs, provide immense flexibility, but navigating IRS rules and staying compliant is critical. In this comprehensive session, you’ll discover how to take control of your retirement.

Key Topics of Discussion:

• Sheltering up to $155,000 of self-employment income
• Maximizing Contributions: Learn how small business owners and real estate investors can maximize their retirement contributions and significantly reduce taxes
• Creating Tax-Free Roth Income: Discover how to create tax-free Roth income, regardless of your earnings
• Leveraged Real Estate Investments: Understand how to invest in leveraged (financed) real estate within your retirement account while avoiding hidden UBIT taxes
• TAX-FREE & PENALTY-FREE Access: Find out how you can access your retirement funds TAX-FREE and PENALTY-FREE
• Checkbook Control: Gain insights into how to take full checkbook control over your retirement accounts, giving you the freedom to invest how and when you want

Don't miss out to hear from Brett Synicky, Solo 401k and Self-Directed IRA Consultant at Sense Financial Services.

This webinar will be introduced by Charles Averhart-Collins, who will welcome Robert Hall & Associates clients and set the stage for this enlightening discussion.

About the Speakers:

Brett Synicky
SD IRA / Solo 401k Consultant · Sense Financial Services LLC
Brett is a Solo 401k and SD IRA Consultant at Sense Financial. He has a professional journey spanning over 18 years in real estate investing. Brett is also a licensed California Real Estate Agent and his passion lies in empowering people to attain financial independence, affording them the possibility of an early retirement.

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Charles Averhart-Collins
Business Development Representative · Robert Hall & Associates
With over five years of experience in strategic partnership and relationship management, Charles Averhart-Collins is the Business Development Rep and Strategic Partner Liaison at Robert Hall & Associates. He connects tax specialists with real estate professionals and business owners, ensuring they have the tax strategies needed to maximize financial tax outcomes. Passionate about the role of tax expertise in business and real estate transactions, Charles helps industry leaders navigate complex financial landscapes through strong, strategic partnerships.

Beyond his work in business development, Charles is also a photographer and media entrepreneur. A film photography enthusiast, camera collector, and proud new father, he brings a unique storytelling perspective to both his professional and creative endeavors.

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DISCLAIMER:
Robert Hall & Associates, RHA (the co-organizer), is a tax consulting firm that offers professional tax preparation to individuals and businesses in California. While RHA caters to the real estate industry (along with many other industries), they are in the business of providing tax advice, not real estate advice. Their enrolled agents are tax professionals who have demonstrated technical competence in the field of taxation. They are authorized by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

The organizer's goal is to provide a platform for business owners and investors to network, share information & industry knowledge as well as book guest speakers for monthly presentations. Furthermore, we are providing information about their respective businesses & services and are not actively giving any investment advice, or selling any investments.