Solo 401k Deadline: 90 Days to Open Your Plan for 2019!

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Fall is in the air, and you know what that means! The Solo 401k deadline to setup your plan is approaching! In fact, you only have 90 days left to setup a Solo 401k plan for 2019.

But, have no fear! Setting up a Solo 401k plan with Nabers Group by the IRS deadline is easy! After completing a short application, we’ll have your Solo 401k documents ready within about an hour. That means you can begin rollovers, contributions, and opening bank and brokerage accounts almost immediately!

What’s Included?

Solo 401k deadline coming up!

At Nabers Group, we’ve been approved by the IRS to provide Solo 401k documents since the beginning. In fact, we pioneered the

truly self-directed Solo 401k plan for small business owners. That means when you setup a plan with Nabers Group, you can get

everything you need to be in charge of your retirement funds. After all, it’s your money. Invest in what you want.

Our comprehensive self-directed Solo 401k plan includes everything you need to get started by the deadline, including:

  • New tax ID number for your 401k
  • IRS Opinion Letter proving your plan is qualified
  • Adoption Agreement
  • Plan Document
  • Trust Agreement
  • Contribution and distribution forms
  • Rollover acceptance forms
  • Beneficiary designation forms
  • In-plan Roth Conversion ability
  • Mega Backdoor Roth
  • Voluntary after-tax contributions
  • Pre-tax contributions
  • Roth contributions
  • …and more!

When is the Solo 401k Deadline to Setup the Plan?

According to IRS Publication 560, you must have your employer-sponsored plan established by December 31st, 2019. This allows you to make contributions for the 2019 tax year.

While we certainly don’t think you should wait that long, it’s easy and fast to get started compliantly.

Once your Solo 401k plan is open by the IRS deadline, you have until you file your tax returns to make your contributions. This means you have time to close the books for your business. It also allows you to work with your CPA to ensure you are properly calculating your retirement plan contributions. After all, those contributions are there to provide you great tax advantages! You don’t want to over or under contribute. Use our handy contribution calculator to get started and get an idea of what you might be able to contribute.

How Do I Get Started?

Nabers Group pioneered the self-directed Solo 401k plan back in 2006. Every team member at Nabers Group has, and invests with his/her own Solo 401k. We love to talk investing and we’re here to help you feel supported.

If you’re ready to get started, click here to complete your short application online and we’ll take care of the rest.

Have questions before you get going? Reach out to us! We’d love to learn more about you, and what you’re hoping to accomplish. Helping you complete your research and due diligence is our specialty and we’re always here to help.

Make sure you take intelligent action to establish your Solo 401k plan before the deadline. We look forward to working with you!

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Solo 401k

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