Transferring Retirement Funds to a Solo 401K Plan

May 27th, 2011

Transfer retirement funds such as a Traditional IRA, SEP-IRA, SIMPLE IRA, 401 K, 403b, and most other pre-tax retirement plans tax-free from your current custodian to any financial institution or credit union who can serve as your Solo 401K Plan custodian for no fee.

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Can I Roll Roth IRA funds into a Solo 401k Plan?

May 6th, 2011

The only restriction is the Roth IRA funds (after-tax) are not permitted to be directly rolled into a Solo 401k Plan.

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