Solo 401(k)
Is the Solo 401(k) the Same as the Roth Solo 401(k)?
The major difference between a Solo 401(k) plan and the Roth Solo 401(k) plan is when taxes are levied – now or later; the choice is yours!
January 17, 2024
Solo 401(k)
What is the 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.
January 16, 2024
Solo 401(k)
Can a Solo 401(k) Reduce Self-Employment Tax?
Can a solo 401(k) reduce self-employment tax? If you’re self-employed or a small business owner, discover the tax advantages of a Solo 401(k) plan today.
January 11, 2024
Solo 401(k)
IRS Form 5500-EZ: Solo 401(k) Filing & Reporting Requirements for 2023 Taxable Year
You must submit IRS Form 5500-EZ if your Solo 401(k) plan asset exceeds $250,000. IRA Financial Group explains reporting requirements and instructions.
January 9, 2024
Solo 401(k)
IRA Financial Solo 401(k) In-House Tax Filing, IRS Reporting, and Annual Consulting Services
IRA Financial is the only Self-Directed Solo 401(k) provider that offers its clients an in-house tax filing, IRS tax reporting, and annual tax consulting services.
January 9, 2024
Solo 401(k)
Have a Side Hustle? Establish A Solo 401k
You can get a side hustle to establish the Solo 401k, which is the most robust retirement plan for self-employed and small business owners.
January 8, 2024
Solo 401(k)
Retiring to Run a Winery
If retiring to run a winery is your passion, then it’s important to start saving for your retirement. Choose a Solo 401k to reach higher contributions.
January 6, 2024
Solo 401(k)
What are the 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.
January 6, 2024
Solo 401(k)
Solo 401(k) Asset & Credit Protection Benefits
Here is a state by state breakdown of your Solo 401(k) Asset and Creditor Protection, also known as Bankruptcy Protection to protect your assets.
January 4, 2024
Solo 401(k)
Solo 401(k) Loan
A Solo 401(k) loan is permitted at any time and for any purpose using the accumulated balance of the Solo 401(k) as collateral for the loan.
January 3, 2024
