Solo 401(k)
Integrating Solo 401(k) Plans and HSAs for Retirement Success
Discover how to effectively combine Solo 401(k) plans with HSAs to enhance your retirement savings strategy.
April 22, 2025
Discover how to effectively combine Solo 401(k) plans with HSAs to enhance your retirement savings strategy.
Wondering what the best retirement plans for LLC owners are? This article breaks down top options like SEP IRAs, Solo 401(k) plans, traditional and Roth
Wondering if you can have multiple Solo 401(k) plans? Learn the rules, benefits, and whether it’s the right strategy for your retirement savings.
To have control of your Solo 401(k) plan and establish a bank account for the plan, you will generally need to have an Employer Identification Number (EIN).
Learn the rules of the Solo 401(k) if you have a single member LLC. Plus, understand the investment retirement plan benefits, filing deadlines, and more.
The simple answer is yes and no. You may contribute to a Solo 401(k) and SEP IRA in the same year. It all depends on
When it comes to retirement savings for self-employed individuals and small business owners, the choice may come down to the Solo 401(k) vs. Keogh. Which is better?
UBTI Tax Rate & Rules Explained – Find out what activities generate UBTI, how to calculate it, and strategies to minimize tax liabilities in your IRA.
Transferring assets from a traditional pension plan to a Solo 401(k) via a pension plan rollover provides the flexibility and control associated with modern retirement plans.
There are several provisions from SECURE Act 2.0, which was enacted in 2023, that have impacted the controlled group rules for Solo 401(k) plans.
