Thanks so much for joining us for our Solo 401k contribution webinar! Watch the
How to Include Your Spouse in Your Solo 401k
Yes, you can have a Solo 401k with your spouse. There are so many different ways to describe a spouse. We often hear a spouse described as a partner,
SoloK Deadline: 30 Days to Claim Your $56k Tax Deduction
Snow is falling, fires are being lit, and it’s finally December, which means you can officially start putting up your Christmas decorations without
2019 Solo 401k Deadline: 60 Days to Go!
Where did the time go? 2019 is quickly coming to a close. And that means you have 60 days to open your Solo 401k for 2019! According to IRS
Solo 401k Deadline: 90 Days to Open Your Plan for 2019!
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
What to Know about ERISA Qualified Retirement Plans
The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law. ERISA was created to protect employees who invest in their company
What’s in the Solo 401k plan documents?
Retirement plan documents are a mystery! If you're not an attorney or tax specialist, most of the paperwork is confusing. It's written in the language
Solo 401k Basics Series: What does a Document Sponsor do?
A Solo 401k document provider is a vital piece to the puzzle in controlling your own retirement funds. It's exciting to be in charge of your financial
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