What is a Solo 401(k) Loan?

Solo 401(k) Loan

Solo 401(k) Loan – Learn about the rules surrounding the Solo 401(k) plan loan and how you can borrow up to $50,000, without tax or penalty.

What is the Mega Roth Strategy?

Mega Roth Strategy

The advantage of using the mega Roth strategy is to maximize your retirement savings. Report Roth 401(k) plan conversions with IRS Form 1099-R.

Requirements to Establish a Solo 401(k)

requirements to establish a Solo 401(k)

There are only two requirements to establish a Solo 401(k) plan, but it’s very important to meet at least one. Failure can result in plan disqualification.

Solo 401(k) for Everyone – Even You!

Solo 401(k) for everyone

Solo 401(k) for Everyone The Solo 401(k) is the best retirement plan for self-employed individuals.  We think everyone should have one!  In the following, we’ll discuss how a “Solo 401(k) for everyone” is possible.  You don’t need to start your own business.  You don’t need to make a ton of money.  All you need is […]

What are the Solo 401(k) Rules?

Solo 401(k) Rules

The Solo 401(k) rules must be adhered to in order to maintain your plan and stay IRS compliant so you maintain the freedom to invest in almost anything.