Solo 401k Plan Controlled Group Rules
Solo 401k Plan Controlled Group Some of our Solo 401k clients ask whether a business or individual can adopt a separate Solo 401k plan for another…
Using a Loan with the Solo 401k Plan
Retirement investors often wonder if they can use a Solo 401k plan loan to make investments that require leverage, such as real estate. How does it…
Venture Capital Investments with a Solo 401(k)
The advantage of purchasing venture capital funds with retirement funds is the ability to gain tax advantages, such as tax-deferral or tax-free…
Solo 401(k) And SEP IRA: Can You Have Both at the Same Time?
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 the forms you use, which we'll…
Do I need an EIN for my Solo 401(k)?
The Solo 401(k) plan, also known as an Individual 401(k) plan, has quickly become the most popular retirement plan for the self-employed or small…
Is ERISA Testing Required for a Solo 401(k) Plan?
A business owner with no common-law employees, who adopts a Solo 401(k) plan, is generally not required to perform ERISA nondiscrimination testing…
Buy Tax Liens with Your Self-Directed IRA or Solo 401(k)
Few IRA holders realize they can use their retirement account funds to invest in tax liens. When you self-direct your IRA or Solo 401(k) Plan, your…
How to Transfer Your TD Ameritrade Solo 401(k) Plan Tax Free
Over the last several years, many traditional financial institutions and brokerage firms, such as Charles Schwab and TD Ameritrade, have moved away…
IRS Form 5500-EZ: Solo 401(k) Filing & Reporting Requirements
Please note, the most recent IRS updates about IRS Form 5500-EZ will be found at the top of this article. Beginning January 1, 2024, the IRS is…
401(k) In-House Tax Filing, IRS Reporting, and BOI Reporting
IRA Financial is the only Self-Directed Solo 401(k) provider that offers its 401(k) clients an in-house tax filing, IRS tax reporting, and annual…