An individual who adopts an Individual 401(k), more frequently known as a Solo 401(k) Plan, may generally fund the Solo 401(k) Plan using two methods…
401k plans are defined in the Internal Revenue Code (Section 401) as retirement savings trusts. A 401(k) Plan is an IRS approved qualified retirement plan.…
The IRS approved solo 401(k) Plan has been used by hundreds of thousands of small businesses for over 30 years. However, the scope of options…
An individual who adopts a Solo 401(k) Plan may generally fund the Solo 401(k) Plan using two methods – the rollover process or by direct…
A Solo 401K Plan also called an Individual 401K Plan offers a self-employed business owner the ability to use their retirement funds to make almost…
In most cases, one is able to roll almost anytime of retirement account to a Solo 401(k) Plan. The only exception is a Roth IRA,…
IRS Notice 2013-74 offers guidance to solo 401(k) Plan owners on deadlines for adopting in-plan Roth rollover amendment The IRS on December 12, 2013 issued…
Self-Directed Solo 401(k) plan will accept tax-free SEP IRA rollovers IRA Financial Group, the leading provider of solo 401k plans announces the introduction of its…
In general, a rollover of retirement funds, such as an IRA or 401(k) Plan, to a Solo 401k plan is a tax-free distribution to the…
The Business Acquisition & Compliance Solution Structure (BACSS), also known as the “Rollover Business Start-Up” (“ROBS”) Solution, is an IRS and ERISA approved structure that…