If you’ve never heard of voluntary after-tax contributions for a Solo 401k, you aren’t alone. Although they have been in existence for many years ,
RMDs and the Solo 401k
When you retire, the questions start piling up. Do you have enough money to live on? Did you pick the best retirement plan? Are you taking too much
Succession Planning and the Solo 401k
As the owner of a solo 401k plan, you are the administrator as well as the trustee of your plan. This means you have total control over the plan and
2018 Updated Form 5500-EZ Guide
What is form 5500-EZ for the Solo 401k? IRS 401k form 5500-EZ is an information-only filing that is completed and filed by 401k plan
Solo 401k Basics Series: Where Does My Money Go After I Open a Solo 401k?
In a typical corporate 401k, the plan is managed by the company you work for. However, with the Solo 401k the plan is connected to your company.
Solo 401k Basics: CPA Guest Post – Keeping Good Records
With a self-directed Solo 401k plan, you are in complete control. This means you are the plan administrator, trustee, and record keeper. And it's
IRS Form 1099-R Filing and the Solo 401k
Did you move money out of your Solo 401k plan last year? If so, you might need to file form 1099-R with the IRS. The following activities
How to Terminate a Solo 401k plan
Terminating a retirement plan can seem like a daunting task. It might even appear extra challenging when your retirement plan is completely
How to Get Startup Funding from Your Retirement Account
Launching a new business is an exciting undertaking, and bringing your business to life can be incredibly rewarding. However, one element that stops