President of https://teapawt.net/t.co/XciuUkeo4u, help clients unlock IRA by creating Self-Directed retirement plans with “Checkbook Control”. Invest in Real Estate+more
Orange County, CA
Joined October 2013
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5.0-Star Review of @Sense Financial Services LLC: "Sense Financial Services opened up a path for me to manage" - via @realreviews realreviews.io/reviews/Sense Financial Services LLC#43733
Thank you Jesse for sharing your experience with Sense Financial! We strive for all of our clients to experience this level of service!
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Dmitriy Fomichenko retweeted
We are eager to answer self-directed IRA and solo 401k questions at our next live Q&A session on Monday, June 3rd! Don't miss this event!
Register here: meet.zoho.com/IYL32D1ohD
Don't miss tomorrow's webinar!
During this event, you will learn how to:
- Diversify your retirement portfolio
- Make investment decisions quickly, without requiring custodial consent
- and more!
Register here: meet.zoho.com/7F3rcSeEVv
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Learn how you can empower your financial future with a self-directed IRA and solo 401k at tomorrow's webinar! Join us at 11:00 AM PST to learn more from Brett Synicky, solo 401k and self-directed IRA consultant at Sense Financial.
Register here: meet.zoho.com/QEfWH4T0oZ
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Join us on Wednesday, May 15th at 1:15 PM PST! Hosted by Lane Kawaoka, president of The Wealth Elevator, and Brett Synicky with Sense Financial, this session will guide you through investing in syndications and alternative assets.
Register here: meet.zoho.com/wNBklTfUd2
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Dmitriy Fomichenko retweeted
Annual filing requirement reminder!
IRS Form 5500-EZ for solo 401k plans must be filed with the IRS by the last day of the 7th calendar month after the end of the plan year. If your plan year ends on December 31st, the deadline is July 31st. Don't miss the deadline!
If you have a Solo 401k with Sense Financial, you also have the Roth provision. A Roth conversion form needs to be completed and you need to establish the value of the amount you are converting.
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Don't miss our upcoming Live Q&A Session on Monday, May 6th! Send in your questions when you register or ask us during the session. If you can't make it, register and we will send you the recording!
Register here: meet.zoho.com/IYL32D1ohD
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Anyone can have an IRA but not everyone qualifies for a Solo 401k. In order to qualify and maintain the plan, you must have legitimate self-employment activity and have no full-time employees.
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Want to discover the differences between Solo 401k and Self-directed IRA? Don't miss tomorrow's webinar at 11:00 AM PST, to learn how you can maximize your retirement contributions as a small business owner, and more!
Register here: meet.zoho.com/AQbuRZK2Dw
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Join us tomorrow, April 17th at 11:00 AM PST at the Invest Like The Rich Summit to learn how to:
- Invest like the wealthy
- Think like the wealthy
- Give generously like the wealthy
- And more!
Register here: us06web.zoom.us/webinar/regi…
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Join the Invest Like The Rich Summit on April 17th at 11:00 AM PST to hear from Brett Synicky, Solo 401k and Self-directed IRA Consultant at Sense Financial.
We will teach you the secrets the rich use to grow and keep their wealth.
Register here: us06web.zoom.us/webinar/regi…
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There is a new law that intends to fight money laundering. If BOIR applies to you, make sure you take action before the deadline.
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Solo 401k funds can be used to invest in syndications, investing in private businesses, private lending and more!
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If you have Solo 401k, you have the option to have the pretax account and the Roth account under one plan. It is also possible to have an IRA but it would be easier to rollover your IRA funds to your Solo 401k.
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Register for the Invest Like The Rich Summit to hear from Brett Synicky, Sense Financials' SD 401k/IRA consultant, on April 17th at 11:00 AM PST to learn how you can build your wealth through a self-directed retirement account.
Register for the summit today. Link in comments.
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