3 Minute Read Generally, because of how the Solo 401(k) plan is established, there are no ERISA nondiscrimination testing required for the plan.
4 Minute Read If you are looking to start a new business in order to take advantage of the Solo 401(k) plan, there are a few things to keep in mind.
3 Minute Read If you wish to have total control of your Solo 401(k) plan and establish a bank account for the plan, you will generally need to have an EIN.
4 Minute Read How to Choose the Right Self-Directed Retirement Plan comes down to several factors, including self-employment activity and investment choices
5 Minute Read The best retirement plan for truckers is the Solo 401(k). If you’re a self-employed or independent trucker, it’s time to start saving!
4 Minute Read The SECURE Act 2.0 contains some significant IRA and 401(k) changes, including new RMD age, expand and ‘Roth-ify’ Catch-up contributions, higher IRA catch-up contributions for those from age 62-65, and much more.
2 Minute Read It’s important to prepare beneficiary forms so your loved ones can receive the money from your IRA or 401(k) in the event that you pass away.
5 Minute Read In this article, we provide a general overview of the Solo 401(k) plan distribution rules. It may seem unfair to some that one would need…
5 Minute Read A Solo 401(k) Provider should be researched diligently. Not all providers are the same. Learn helpful tips on choosing the best Solo 401(k) provider to make non-traditional investments.
4 Minute Read Start an individual 401(k) plan today. It’s easy and cost-effective, Also called the solo 401(k), the plan is ideal for self-employed and small business owners who wish to make non-traditional investments.