Solo 401k Funding

Rachel Nabers avatar Jeff Nabers avatar Hannah Harris avatar
59 articles in this collection
Written by Rachel Nabers, Jeff Nabers, and Hannah Harris

How to take an early withdrawal from your Solo 401k

Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Can I Take Money Out of the Roth Portion of the Solo 401k?

This article will discuss distributing funds from the Roth Solo 401k
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

How to Open a TD Ameritrade Account for the Solo 401k

Hannah Harris avatar
Written by Hannah Harris
Updated over a week ago

Can I Roll Roth Solo 401k funds to a Roth IRA?

Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

How to Open a Schwab Account with Your Solo 401k

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Written by Rachel Nabers
Updated over a week ago

How to Document an Indirect Rollover to Your Solo 401k Plan

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Written by Rachel Nabers
Updated over a week ago

Rollover Real Estate from IRA LLC to the Solo 401k

Check out the infographic below for the steps to transfer real estate from an IRA LLC to the Solo 401k
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

How to Rollover an IRA LLC to the Solo 401k

Here's a simple guide on moving assets from one checkbook control retirement vehicle to another!
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

How to Formally Elect Your Contribution by the December 31st deadline

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Written by Rachel Nabers
Updated over a week ago

Can I contribute to a SEP IRA and Solo 401k at the same time?

Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Mega Backdoor Roth Solo 401k

Learn what it is, how it works and whether it is advantageous for your situation!
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

How to Convert Solo 401k Funds to Roth

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Written by Rachel Nabers
Updated over a week ago

How to Contribute New Funds to your Solo 401k

This article will walk you through contributing new funds to your Solo 401k
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Bank Account Recommendations

Check back for our growing list of Solo 401k friendly bank accounts!
Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Is it correct that a Solo 401k only allows me to contribute based on my self-employment income?

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Written by Jeff Nabers
Updated over a week ago

How can I contribute to my Solo 401k from multiple companies to maximize the contribution potential?

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Written by Jeff Nabers
Updated over a week ago

Why are matching contributions not applicable for the Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

Does my current employer’s 401k plan have any effect on my solo 401k plan such as contribution limit?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Do Roth contributions need to come from business revenue?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Can I fund a brokerage account with a check from my Solo 401k Trust checking account?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Can I open my 401k trust bank account with my personal money and consider it an annual contribution?

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Written by Jeff Nabers
Updated over a week ago

How do I calculate Solo 401k contributions?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Will the government restrictions on rollovers from Roth IRA’s extend to assets in kind?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

How do I transfer an annuity from another retirement account into my Solo 401k?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

How do I document a rollover or transfer to my Solo 401k?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Do I need to file a 1099-R to the IRS to document the roll over into the Solo 401k?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

I want to move my Roth IRA funds offshore. How can I do this and keep Roth tax benefits?

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Written by Jeff Nabers
Updated over a week ago

Can I rollover funds from a 401k with an outstanding loan?

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Written by Jeff Nabers
Updated over a week ago

Can I roll in funds from a Roth IRA?

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Written by Jeff Nabers
Updated over a week ago

Is there a time limit to rolling in money to the Solo 401k?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

I have separated from the military. Can money that I have in my Thrift Savings Plan (TSP) be rolled over into a Solo 401k?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Can a tax deferred annuity be rolled over into an IRA LLC or into a Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

Bank account questions and answers

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

The EASIEST way to open a checking account for your Solo 401k trust

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Are there any options to get Roth funds under our control?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

I currently have a Roth IRA LLC. Would rolling everything into a Solo 401k result in a Roth Solo 401k account?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Can I rollover an existing Roth with another plan to a self-directed Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

How can my spouse keep her funds separate in our Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

How To Do An In-Plan Roth Conversion

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Written by Jeff Nabers
Updated over a week ago

Funds were transferred out of the Solo 401k on accident. How do I correct this and avoid penalties/fees for an early distribution?

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Written by Jeff Nabers
Updated over a week ago

Do I need a separate bank account for Roth 401k funds?

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Written by Jeff Nabers
Updated over a week ago

Solo 401(k) Designated Roth Account

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Written by Jeff Nabers
Updated over a week ago

Is there a limit to how much money I can roll over into the Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

Guidelines for filling out transfer or rollover forms

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Written by Jeff Nabers
Updated over a week ago

How are Roth and Non-Roth transfers kept separate once transferred into the Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

I didn’t use your recommendation for my trust bank account. The new bank documents are different. What do I do now?

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Written by Jeff Nabers
Updated over a week ago

If I rollover IRA and 401k funds, do I have to keep that money separate from each other?

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Written by Jeff Nabers
Updated over a week ago

I own multiple businesses. How do I maximize my Solo 401k contributions?

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Written by Jeff Nabers
Updated over a week ago

How is the interest rate on the Solo 401k Participant Loan determined?

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Written by Jeff Nabers
Updated over a week ago

Can the Solo 401k receive a loan from a friend or relative to invest in property owned by the Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

Guide to Solo 401k Contributions

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Written by Jeff Nabers
Updated over a week ago

How to make Roth contributions in the Solo 401k

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Written by Jeff Nabers
Updated over a week ago

How do I contribute Roth funds into my Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

Can I take more than one participant loan at a time?

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Written by Jeff Nabers
Updated over a week ago

Can Social Security income be contributed to my Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

What is the difference between a Roth IRA and a Designated Roth Account in the Solo 401k

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Written by Jeff Nabers
Updated over a week ago

How Do I Open A Roth Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

What if my current administrator won’t send the rollover check to me because it’s my home address?

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Written by Jeff Nabers
Updated over a week ago

Can I Buy A Property In the Solo 401k with Both Roth and Traditional Funds?

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Written by Jeff Nabers
Updated over a week ago