Solo 401k Funding

Everything You Need to Know About Rollovers

Use our helpful rollover request generator to create a customized rollover request to transfer funds into your Solo 401k

Written by Rachel Nabers
Updated over a week ago

Everything You Need to Know About Solo 401k Contributions

Contributions are a powerful way to reduce your taxes and fund your Solo 401k retirement account.

Written by Rachel Nabers
Updated over a week ago

Can I Rollover Funds from a Non-Deductible IRA?

Learn why the Solo 401k cannot accept incoming rollover funds from a non-deductible IRA plan.

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!

Written by Rachel Nabers
Updated over a week ago

How to Rollover Real Estate from the Self-Directed IRA to the Solo 401k

Here's a simple guide on rolling over real estate from the Self-Directed IRA to your Solo 401k

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.

Written by Rachel 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?

Written by Jeff Nabers
Updated over a week ago

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

Written by Jeff Nabers
Updated over a week ago

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

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!

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

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?

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?

Written by Jeff Nabers
Updated over a week ago

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

Written by Jeff Nabers
Updated over a week ago

Can I roll in funds from a Roth IRA?

Written by Jeff Nabers
Updated over a week ago

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.

Written by Rachel Nabers
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

Written by Rachel Nabers
Updated over a week ago

What is the minimum annual contribution amount for my Solo 401k?

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!

Written by Rachel Nabers
Updated over a week ago

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

Written by Rachel Nabers
Updated over a week ago

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

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

Written by Rachel Nabers
Updated over a week ago

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

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?

Written by Jeff Nabers
Updated over a week ago

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

Written by Jeff Nabers
Updated over a week ago

Coronavirus-Related Contribution Deadline Extension

You may have more time to make contributions due to the Coronavirus pandemic

Written by Rachel Nabers
Updated over a week ago

Do Roth contributions need to come from business revenue?

Written by Jeff Nabers
Updated over a week ago

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

Written by Jeff 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

Written by Rachel Nabers
Updated over a week ago

How to Rollover Funds Out of Your Solo 401k

Follow the steps in this article and work with your CPA to roll funds out of your Solo 401k.

Written by Rachel Nabers
Updated over a week ago

How to take an early withdrawal from your Solo 401k

Written by Rachel Nabers
Updated over a week ago

How to Document Rolling Funds OUT of a Solo 401k

If you roll funds out of your Solo 401k and into an IRA or another 401k plan, you'll need to file IRS form 1099-R

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

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

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.

Written by Rachel Nabers
Updated over a week ago

Can I distribute an asset (property) from the Solo 401k to myself and then live in it?

Written by Jeff Nabers
Updated over a week ago

What are the penalties for late payment on a participant loan?

Written by Jeff Nabers
Updated over a week ago

What is a participant loan?

Written by Jeff Nabers
Updated over a week ago

How long of a repayment period can be taken from a participant loan?

Written by Jeff Nabers
Updated over a week ago

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

Written by Jeff Nabers
Updated over a week ago

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

Written by Jeff 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!

Written by Rachel Nabers
Updated over a week ago

1099-R for Mega Backdoor Roth Conversion

Written by Rachel Nabers
Updated over a week ago

How To Do An In-Plan Roth Conversion

Written by Jeff 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

Written by Rachel Nabers
Updated over a week ago

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

Written by Rachel Nabers
Updated over a week ago

How to make Roth contributions in the Solo 401k

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

Written by Jeff Nabers
Updated over a week ago

How Do I Open A Roth Solo 401k?

Written by Jeff Nabers
Updated over a week ago

How to Convert Assets In-Kind to Roth

Learn how to convert notes, real estate, crypto and other assets "in-kind" to your Roth 401k.

Written by Rachel Nabers
Updated over a week ago