Nabers Group

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

Everything You Need to Know About Solo 401k Contributions

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

Everything You Need to Know About Rollovers

Learn how to classify incoming and outgoing transactions in your Solo 401k plan to keep better records

How to Classify Transactions

Get Money in your Solo 401k via Rollovers and Contributions

Solo 401k Funding

Confused about the difference between a rollover and transfer and which gets reported where? Read on to learn more!

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

Learn how quickly your Solo 401k can get up and running so you can begin investing.

How Quickly Can My Plan Accept Incoming Rollovers?

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

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

Can I Rollover Funds from a Non-Deductible IRA?

Can I roll in funds from a Roth IRA?

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

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

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

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

Here's a simple guide on moving assets from one checkbook control retirement vehicle to another!

How to Rollover an IRA LLC to the Solo 401k

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

Rollovers and Transfers

This 15-minute class will walk you through best practices of how to make contributions, document them, and claim your tax deduction.

Solo 401k Contributions Mini-Course

Learn how to contribute funds from your business earnings to your Solo 401k plan and trust

How to Make Contributions to a Solo 401k

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

All Roth contributions are after-tax, but not all after-tax contributions are Roth. Read on to learn the important differences between them!

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

Learn how to complete your contribution election by the IRS deadline

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

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

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

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

Do Roth contributions need to come from business revenue?

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

Learn how to wire funds from your Solera Bank account

How to Wire Funds Out of Your Solera Bank Account

Can you contribute to an employer 401K (W2 job) and also contribute to a Solo 401k?

Learn how to chart your contributions and track your EACA percentage for the most accurate records of your 401k plan!

How to Use the Nabers Contribution Tracker

Learn about IRS form 5498 and when it is used for contributions

Do I need IRS Form 5498 for the Solo 401k?

Contributions

Read along to learn when the 1099-R might be applicable to your Solo 401k plan

1099-R and the Solo 401k

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

How to Roll Funds Out of Your Solo 401k

How to take an early withdrawal from your Solo 401k

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

This short guide will walk you through how to properly take and document a distribution from your Solo 401k plan

Everything You Need to Know About Distributions

Distributions

Everything You Need to Know About a Participant Loan

Participant Loan

Learn what it is, how it works and whether it is advantageous for your situation!

Mega Backdoor Roth Solo 401k and Roth IRA

1099-R for Mega Backdoor Roth Conversion

How To Do An In-Plan Roth Conversion

This article will discuss distributing funds from the Roth Solo 401k

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

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

How to make Roth contributions in the Solo 401k

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

How Do I Open A Roth Solo 401k?

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

How to Convert Assets In-Kind to Roth

Roth 401k, Mega Backdoor Roth & In-Plan Roth Conversions

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Community

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