How to Switch Solo 401(k) Providers Without Triggering Taxes
You can switch Solo 401(k) providers without taxes or penalties in 2026, but only if the transfer is structured as a trustee-to-trustee plan transfer…
Top Retirement Accounts for Entrepreneurs
Entrepreneurs have more control over their income than most people. That same flexibility extends to their retirement strategy, but it also creates…
Use a Solo 401(k) to Buy Cryptocurrency
Most discussions about cryptocurrency focus on the investment itself. Investors debate whether Bitcoin will become digital gold, whether Ethereum…
How to File IRS Form 5500-EZ for Your Solo 401(k): 2026 Guide
If your Solo 401(k) plan assets crossed $250,000 last year, you are required to file IRS Form 5500-EZ. It is not a complicated form, but the details…
The Definitive Guide to the Solo 401(k) Participant Loan
For self-employed individuals, freelancers, and small business owners, the Solo 401(k) is one of the most powerful retirement planning tools…
Tax Strategy for Lawyers: Using Solo 401(k)s and Self-Directed IRAs to Offset K-1 Income
Attorneys often face a unique tax challenge. As high-income earners, they frequently find themselves in the top tax brackets, where nearly 40% of…
How Do I Move Money to an IRA Financial Solo 401(k)?
If you are self-employed, run your own business, consult on the side, or generate income through a side hustle, the Solo 401(k) has likely crossed…
How Franchise Owners Use Self-Directed Retirement Accounts to Invest in Additional Franchise Units
Business owners and franchisees can use Self-directed retirement accounts, such as Self-Directed IRAs and Solo 401(k)s, to invest in additional…
How a Solo 401(k) With IRA Financial Works: Steps to Get Set Up, Costs, and What to Expect
Opening a Solo 401(k) with IRA Financial is a different experience from opening a retirement account at a traditional brokerage. The Solo 401(k) is…
Solo 401(k) Provider Scorecard: 15 Questions to Ask Before You Choose
Why Your Solo 401(k) Provider Choice Affects Taxes, Control, and Flexibility Solo 401(k) plans remain one of the most powerful retirement…
