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

Solo 401k Contributions Mini-Course

This 15-minute class will walk you through best practices of how to make contributions, document them, and claim your tax deduction.
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

After-tax Contributions: What they are and how to report them

All Roth contributions are after-tax, but not all after-tax contributions are Roth. Read on to learn the important differences between them!
Hannah Harris avatar
Written by Hannah Harris
Updated over a week ago

How to Make Contributions to a Solo 401k

Learn how to contribute funds from your business earnings to your Solo 401k plan and trust
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

​What's the difference between a transfer and a rollover?

Confused about the difference between a rollover and transfer and which gets reported where? Read on to learn more!
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Written by Rachel Nabers
Updated over a week ago

How to Initiate a Rollover Into Your Solo 401k

Use our helpful rollover request generator to create a customized rollover request to transfer funds into your Solo 401k
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Written by Rachel Nabers
Updated over a week ago

COVID-19 Distribution: Can I Take Money from one plan and re-deposit in another retirement account?

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Written by Rachel Nabers
Updated over a week ago

Coronavirus-Related Contribution Deadline Extension

You may have more time to make contributions due to the Coronavirus pandemic
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Written by Rachel Nabers
Updated over a week ago

How Quickly Can My Plan Accept Incoming Rollovers?

Learn how quickly your Solo 401k can get up and running so you can begin investing.
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Written by Rachel Nabers
Updated over a week ago

1099-R for Mega Backdoor Roth Conversion

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Written by Rachel Nabers
Updated over a week ago

Coronavirus-Related Required Minimum Distribution Waiver

Your RMDs may be waived if you are a Coronavirus qualified participant
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Written by Rachel Nabers
Updated over a week ago

Coronavirus-Related Distributions

Mechanics of the Coronavirus-Related Distribution and withdrawing funds from your Solo 401k due to the CARES Act
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Written by Rachel Nabers
Updated over a week ago

How the Coronavirus and CARES Act Affect Your Solo 401k Plan

The situation is constantly evolving. We are in contact with the IRS, DOL and SBA. Here are some answers based on the information we have.
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Written by Rachel Nabers
Updated over a week ago

1099-R and the Solo 401k

Read along to learn when the 1099-R might be applicable to your Solo 401k plan
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Written by Rachel Nabers
Updated over a week ago

How to Open a Solera Bank Account for Your Solo 401k

Follow the helpful guide to get your bank account opened quickly and easily
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Written by Rachel Nabers
Updated over a week ago

I’m living off my retirement savings. Can I roll my distributions into a Solo 401k?

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Written by Jeff Nabers
Updated over a week ago