Take control of your retirement with our Solo 401(k) Special, starting at $895. The offer ends on October 17, 2025! Learn more: https://kkoslawyers.com/solo-401k-special-2025/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
Are you overlooking one of the most powerful retirement strategies available to entrepreneurs and small business owners? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take a deep dive into the Solo 401(k) — explaining exactly what it is, who qualifies, and how it can dramatically improve your retirement savings and tax strategy. If you’re self-employed, a freelancer, or running a small business, this plan could be a game-changer for your financial future.
Unlike traditional retirement accounts, the Solo 401(k) comes with higher contribution limits, flexible investment options, and unique tax advantages that put you in control. Mark and Mat walk you through how the plan works, the rules you need to know, and why so many entrepreneurs are using it to invest not only in the stock market, but also in real estate, private companies, and alternative assets. They’ll also cover common misconceptions, key mistakes to avoid, and practical strategies to maximize the benefits of this plan.
Whether you’re just getting started with retirement planning or looking for ways to reduce your tax burden while growing wealth, this episode breaks it all down in plain, actionable steps. By the end, you’ll understand why the Solo 401(k) stands out compared to SEP IRAs and other options — and how to know if you qualify.
If you’re serious about building wealth, saving taxes, and gaining more control over your financial future, this is an episode you can’t afford to miss!
CHAPTERS:
0:00 Teaser
2:04 Key Benefits of a Solo 401(k)
5:10 Stack Solo 401(k) Accounts on Benefits from Your Day Job
8:18 Borrow Against Your Solo 401(k)
9:34 Roll Over Old Contributions Into Your Solo 401(k)
10:35 401(k) Asset Protection
12:39 Benefits of Self-Directing Your 401(k)
13:15 Self-Trustee Your Solo 401(k)
15:21 Account Setup Is Tax-Deductible
16:42 Contribution Amounts and Methods Are Flexible
17:22 Using Solo 401(k) as Part of Estate Planning
18:11 Manufacture a Solo 401(k) with Passive Income from Real Estate
20:04 Summary
Resources:
Interview a Main Street Tax Pro that Speaks like Mark: https://taxadvisornetwork.markjkohler.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
Meet with a Real Lawyer on Zoom: https://kkoslawyers.com/schedule-an-appointment/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
Self-Direct Your IRA or 401k- Buy a Business or Real Estate with Your Retirement Account (Directed IRA): https://directedira.com/appointment/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
Keep Your LLC or Corp in good standing and Hide Your Address (Main Street Business Services): https://mainstreetbusiness.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
Become a Certified Tax Advisor in Mark’s Program – https://mainstreetpros.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
Connect:
Website: https://markjkohler.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
LinkedIn: https://www.linkedin.com/in/markjkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
Facebook: https://www.facebook.com/markkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
Instagram: https://www.instagram.com/markjkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_content=solo-401k-p1-benefits&utm_campaign=main-street-business-podcast
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TikTok: https://www.tiktok.com/@markjkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_term=&utm_content=msbp005-benefits-of-solo-401k&utm_campaign=main-street-business-podcast
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