Solo 401k Maintenance

How to Refer Someone to Nabers Group

Do you know someone who would benefit from the 401k or IRA LLC, but they're not ready to pull the trigger?

Written by Rachel Nabers
Updated over a week ago

Solo 401k Forms

Use our helpful resource below to access Solo 401k forms

Written by Rachel Nabers
Updated over a week ago

What is form 5500-EZ?

Written by Jeff Nabers
Updated over a week ago

Does the Roth Solo 401k have Required Minimum Distributions (RMDs)?

Written by Rachel Nabers
Updated over a week ago

5500-EZ Plan characteristics for your CPA

Written by Jeff Nabers
Updated over a week ago

I did a rollover but the bank called it a total distribution. What do I do now?

Written by Jeff Nabers
Updated over a week ago

The bank said I did a distribution when it was a rollover. What do I do now?

Written by Jeff Nabers
Updated over a week ago

The bank says I have to register my trust into public record. What do I do?

Written by Jeff Nabers
Updated over a week ago

How to fill out a 5500-EZ

Written by Jeff Nabers
Updated over a week ago

What tax reporting is necessary for the LLC that was created as my adopting employer for my Solo 401k?

Written by Jeff Nabers
Updated over a week ago

When is the 5500-EZ due?

Written by Jeff Nabers
Updated over a week ago

Should I keep my Solo 401k active if there is little to nothing (money/assets) in it?

Written by Jeff Nabers
Updated over a week ago

Are there Required Minimum Distributions (RMDs) for the Solo 401k?

Written by Jeff Nabers
Updated over a week ago

Can I take a distribution? Will I owe taxes?

Written by Jeff Nabers
Updated over a week ago

Do early distributions incur a penalty or taxes?

Written by Jeff Nabers
Updated over a week ago

How do I Calculate my RMD for my Solo 401k?

Written by Jeff Nabers
Updated over a week ago

At what age do minimum distributions begin?

Written by Jeff Nabers
Updated over a week ago

At what age can I distribute from my Solo 401k without penalty?

Written by Jeff Nabers
Updated over a week ago

How is the RMD taxed for my Solo 401k?

Written by Jeff Nabers
Updated over a week ago

I want to add my accountant as co-trustee. Is there a way to limit his abilities to administrative duties only?

Written by Jeff Nabers
Updated over a week ago

Can I still use my Solo 401k to invest my funds if I go out of business?

Written by Jeff Nabers
Updated over a week ago

What tax forms are due for the Solo 401k?

Written by Jeff Nabers
Updated over a week ago

What does my 401k document fee get me?

Written by Jeff Nabers
Updated over a week ago

I just set up the Solo 401k. When do I have to file form 5500-EZ?

Written by Jeff Nabers
Updated over a week ago

Where and when do I file form 5500-EZ for the Solo 401k?

Written by Jeff Nabers
Updated over a week ago

Who generates 1099-R when I take distributions from the Solo 401k?

Written by Jeff Nabers
Updated over a week ago

How do I take the RMD if my funds are in real estate?

Written by Jeff Nabers
Updated over a week ago

Is there a way to avoid Required Minimum Distributions if I’m still working?

Written by Jeff Nabers
Updated over a week ago

How do I take required minimum distributions (RMDs) from the Solo 401k?

Written by Jeff Nabers
Updated over a week ago

If I stop my current business, can/should I start a new one to keep my Solo 401k active?

Written by Jeff Nabers
Updated over a week ago

What happens if my company no longer qualifies for the Solo 401k?

Written by Jeff Nabers
Updated over a week ago

Do I need to register my Solo 401k Trust with the state?

Written by Jeff Nabers
Updated over a week ago

Contact Support

Written by Jeff Nabers
Updated over a week ago

What do I do if the bank sends me a 1099-INT?

Written by Jeff Nabers
Updated over a week ago

Can I pay for financial planning expenses with my 401k?

Written by Jeff Nabers
Updated over a week ago