Can I rollover IRA Funds from an IRA to a Solo 401(k) Plan?

May 3rd, 2013

In general, an individual with an IRA is permitted rollover existing IRA funds to a new Solo 401(K) Plan.  The IRA rollover can be in cash or in-kind assets, such as real estate or notes.   The IRS allows IRA holders to rollover IRA funds and assets in a 401(k) qualified retirement plan.  Note – Roth […]

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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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