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
Solo 401k Basics: What’s in the Solo 401k?
So you've decided to take the leap to control your financial future and open a self-directed retirement account. By now you're probably
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 do I inform the IRS that my address changed for the Solo 401k?
Moving is a part of life, and along with the hassle of moving, we also have to remember to give the new address to all the appropriate parties. What