Solo 401k Funding

Get Money in your Solo 401k via Rollovers and Contributions

Rachel Nabers avatar Jeff Nabers avatar Hannah Harris avatar
49 articles in this collection
Written by Rachel Nabers, Jeff Nabers, and Hannah Harris
Rollovers and Transfers

​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!
Rachel Nabers avatar
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
Rachel Nabers avatar
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.
Rachel Nabers avatar
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?

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

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

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

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
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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?

Rachel Nabers avatar
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?

Jeff Nabers avatar
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?

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

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

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

Hannah Harris avatar
Written by Hannah Harris
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 Formally Elect Your Contribution by the December 31st deadline

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

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

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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

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

Jeff Nabers avatar
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?

Jeff Nabers avatar
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

Coronavirus-Related Contribution Deadline Extension

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

Do Roth contributions need to come from business revenue?

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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