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
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.
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
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
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
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