5 Minute Read The EARN Act passed unanimously through the Senate. Along with the House bill, the legislation will help shape how we save for retirement.
4 Minute Read Learn the possible 401(k) rollover mistakes that you can make when deciding to move old 401(k) funds into a new retirement plan.
3 Minute Read If you own a business and do not elect the entity, by default, you are a sole proprietorship and can establish a Solo 401()k plan.
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 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.
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…
4 Minute Read An individual who adopts a Solo 401(k) Plan may generally fund the Solo 401k Plan using two methods – the Solo 401k Rollover process or…
3 Minute Read Solo 401(k) IRS Rules and guidelines refer to the prohibited transactions with disqualified persons and assets you cannot purchase with retirement funds.
4 Minute Read The Solo 401(k) Employee Deferral Rules state that you can contribute up to $19,500 ($26,000 if age 50+) for 2021 in pre-tax or Roth.
5 Minute Read It’s easy to flip homes or engage in a real estate transaction with a Solo 401(k) plan. In fact, it’s as easy as writing a…