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9 articles in this collection
Written by Rachel Nabers and Hannah Harris

Important Information About Your Special Purpose LLC

Read on to learn important next steps in setting up and using your 401k LLC or IRA LLC
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Where are my login credentials? I use Gmail.

Having trouble getting emails from the Nabers Group and Solo401k.com team? Check your promotions folder in gmail!
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Who is the Settlor, Grantor & Protector of my Trust?

Banks and exchanges may ask for certain details about your trust. Here's how to answer with ease.
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Tutorial: Solo 401k Dashboard Walk-Thru

Take a tour of your Solo 401k dashboard and all it has to offer you!
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

How to Do a Backdoor Roth IRA Conversion...and get the Money in your Roth IRA LLC

Learn how to backdoor Roth IRA funds and get those funds into the Checkbook Roth IRA LLC you control!
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

How to Get a Copy of Your EIN Letter

Need a new copy of your Solo 401k trust or business EIN letter? Requesting it from the IRS is easy!
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

New Account Checklist

Now that your Solo 401k is open, follow this handy checklist to get everything started on the right foot
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Is the Solo 401k an ERISA Plan?

What is ERISA and is the Solo 401k qualified under its rules?
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

How do I Change the name of my trust?

Learn how to change the name of your Solo 401k trust with the IRS
Hannah Harris avatar
Written by Hannah Harris
Updated over a week ago