Solo 401(k)
Solo 401k Plan Controlled Group Rules
Solo 401k Plan Controlled Group Some of our Solo 401k clients ask whether a business or individual can adopt a separate Solo 401k plan for
June 5, 2023
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Solo 401(k)
IRS Form 5500-EZ: Solo 401(k) Filing & Reporting Requirements for 2022 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.
May 30, 2023
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Solo 401(k)
Generate an 8% Guaranteed Rate of Return with Your Solo 401(k)
Take advantage of a higher interest rate environment by utilizing a Solo 401(k) loan and generate a guaranteed 8% rate of return.
May 22, 2023
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Solo 401(k)
Can I Open a Solo 401(k) if I Have a Full-Time Job?
Even if you have a full-time job, so long as you meet the eligibility requirements, you can start a Solo 401(k) for your side business.
May 17, 2023
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Solo 401(k)
Solo 401(k) Rules for a Single Member LLC
Learn the rules of the Solo 401(k) if you have a single member LLC.
April 18, 2023
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Solo 401(k)
Using a Solo 401(k) to Avoid UBIT for a Real Estate Investment Fund
If you’re eligible, the Solo 401(k) has an exception to avoid UBIT for a real estate investment fund, which can help maintain the tax advantages of the plan.
April 17, 2023
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Solo 401(k)
April 4, 2023
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Solo 401(k)
A Simple Guide to 401(k) Accounts
A 401(k) or Solo 401(k) can help you save for retirement and plan your future wealth. Learn more about what this account is and how it works.
March 16, 2023
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Solo 401(k)
One Way to Maximize Solo 401(k) Contributions in 2023
It’s important to maximize Solo 401(k) contributions in order to take advantage of the tax benefits, and the power of compounding.
February 24, 2023
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Solo 401(k)
Can You Have Multiple Solo 401(k) Plans?
While technically you can have multiple Solo 401(k) plans, there is no real benefit due to the IRS controlled group rules.
February 17, 2023
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