# Nabers Group Help Center

> Get Answers to Your Solo 401k and SDIRA Questions

## Solo 401k Setup

- [Solo 401k Forms](https://support.solo401k.com/en/articles/1651593-solo-401k-forms.md): Use our helpful resource below to access Solo 401k forms
- [Tutorial: Beneficiary Designation Form](https://support.solo401k.com/en/articles/4782821-tutorial-beneficiary-designation-form.md)
- [Solo 401k Literate CPA List](https://support.solo401k.com/en/articles/3652336-solo-401k-literate-cpa-list.md)
- [Bank Account Recommendations](https://support.solo401k.com/en/articles/1311689-bank-account-recommendations.md): Learn how to get your account opened the right way.
- [How to Join the Nabers Referral Program](https://support.solo401k.com/en/articles/5968670-how-to-join-the-nabers-referral-program.md): Learn how to quickly and easily join our referral program! Get paid each time someone sets up their Solo 401k or Checkbook IRA.
- [How To Get Your Solo 401k Qualified by December 31st](https://support.solo401k.com/en/articles/8692022-how-to-get-your-solo-401k-qualified-by-december-31st.md)
- [Tutorial: Sign Your Solo 401k Plan Documents](https://support.solo401k.com/en/articles/4782767-tutorial-sign-your-solo-401k-plan-documents.md)
- [Who is Eligible for the Solo 401k?](https://support.solo401k.com/en/articles/1311583-who-is-eligible-for-the-solo-401k.md)
- [How can I determine if I have earned income?](https://support.solo401k.com/en/articles/1311635-how-can-i-determine-if-i-have-earned-income.md)
- [Spousal Participation](https://support.solo401k.com/en/articles/1311633-spousal-participation.md): Learn how to double your contribution limits by including your spouse in your Solo 401k plan
- [Should my spouse and I have separate Solo 401ks?](https://support.solo401k.com/en/articles/1311626-should-my-spouse-and-i-have-separate-solo-401ks.md)
- [I have no employees in my business but my spouse has employees in her business. Do I still qualify for a Solo 401k?](https://support.solo401k.com/en/articles/1311579-i-have-no-employees-in-my-business-but-my-spouse-has-employees-in-her-business-do-i-still-qualify-for-a-solo-401k.md)
- [Controlled Group Rules](https://support.solo401k.com/en/articles/1363680-controlled-group-rules.md): Are you wondering if you can be eligible for a Solo 401k? It depends on whether you’re a ‘controlled group’—Read on to find out!
- [What happens if my company no longer qualifies for the Solo 401k?](https://support.solo401k.com/en/articles/1311582-what-happens-if-my-company-no-longer-qualifies-for-the-solo-401k.md)
- [I Set Up the Solo 401k With Nabers Group... Now What?](https://support.solo401k.com/en/articles/2021293-i-set-up-the-solo-401k-with-nabers-group-now-what.md): Read on to learn best practices of the steps to take after your Solo 401k documents have been prepared
- [New Account Checklist](https://support.solo401k.com/en/articles/2657001-new-account-checklist.md): Now that your Solo 401k is open, follow this handy checklist to get everything started on the right foot
- [Is my Solo 401k trust registered in my state?](https://support.solo401k.com/en/articles/1311736-is-my-solo-401k-trust-registered-in-my-state.md): Enter the state you live in on bank applications where requested.
- [Why do I need an EIN For a Solo 401k if I have a tax ID for my business?](https://support.solo401k.com/en/articles/5707078-why-do-i-need-an-ein-for-a-solo-401k-if-i-have-a-tax-id-for-my-business.md): Wondering why the Nabers Group team obtains a new EIN just for your 401k trust? It's all about tax-deferred or tax-free growth.
- [Where are my login credentials? I use Gmail.](https://support.solo401k.com/en/articles/5215785-where-are-my-login-credentials-i-use-gmail.md): Having trouble getting emails from the Nabers Group and Solo401k.com team? Check your promotions folder in gmail!
- [How to Restate Your Solo 401k on the Nabers Group Platform](https://support.solo401k.com/en/articles/1746411-how-to-restate-your-solo-401k-on-the-nabers-group-platform.md): Follow our helpful guide for step-by-step assistance on restating your plan with Nabers Group, the Solo 401k industry leader
- [Can the Solo 401k Claim the Retirement Plan Start Up Tax Credit?](https://support.solo401k.com/en/articles/10024470-can-the-solo-401k-claim-the-retirement-plan-start-up-tax-credit.md)
- [How to Complete Your Solo 401k Intake Form](https://support.solo401k.com/en/articles/10064761-how-to-complete-your-solo-401k-intake-form.md)
- [How to Open a Titan Bank Account Through the Nabers App](https://support.solo401k.com/en/articles/11584739-how-to-open-a-titan-bank-account-through-the-nabers-app.md)
- [How to Open a River Account for Your Solo 401k](https://support.solo401k.com/en/articles/15960708-how-to-open-a-river-account-for-your-solo-401k.md)
- [How to choose a business to adopt your 401k plan](https://support.solo401k.com/en/articles/1311695-how-to-choose-a-business-to-adopt-your-401k-plan.md)
- [I changed my business. Should the 401k plan name change, too?](https://support.solo401k.com/en/articles/6402189-i-changed-my-business-should-the-401k-plan-name-change-too.md): Does changing the sponsoring business for the 401k require the 401k plan name change as well? Read on to learn more.
- [How do I change the business for my Solo 401k?](https://support.solo401k.com/en/articles/1311566-how-do-i-change-the-business-for-my-solo-401k.md)
- [If I create a second business after opening my Solo 401k, how does that affect my Solo 401k?](https://support.solo401k.com/en/articles/1311629-if-i-create-a-second-business-after-opening-my-solo-401k-how-does-that-affect-my-solo-401k.md)
- [How to Complete the Beneficial Ownership Information Report \(BOIR\) for FinCen](https://support.solo401k.com/en/articles/9917845-how-to-complete-the-beneficial-ownership-information-report-boir-for-fincen.md): Learn how to complete and file the Beneficial Ownership Information Report \(BOIR\) for the Financial Crimes Enforcement Network.
- [I have business partners - where are they excluded in my Solo 401k plan documents?](https://support.solo401k.com/en/articles/6468047-i-have-business-partners-where-are-they-excluded-in-my-solo-401k-plan-documents.md): Review this article for info on where to see other owners excluded in your plan documents
- [What’s in my Solo 401k documents?](https://support.solo401k.com/en/articles/1311580-what-s-in-my-solo-401k-documents.md)
- [My business is a Controlled Group. Where can I see the businesses included in my Solo 401k plan?](https://support.solo401k.com/en/articles/6468044-my-business-is-a-controlled-group-where-can-i-see-the-businesses-included-in-my-solo-401k-plan.md): Review this article for info on where to find multiple businesses listed in your plan documents
- [Who you are in your Solo 401k](https://support.solo401k.com/en/articles/1404436-who-you-are-in-your-solo-401k.md): Participant, trustee, administrator - there's a lot to keep track of in terms of roles. Let's discuss who you are in your Solo 401k
- [What’s the Difference Between a Participant and a Trustee in the Solo 401k?](https://support.solo401k.com/en/articles/1311572-what-s-the-difference-between-a-participant-and-a-trustee-in-the-solo-401k.md)
- [Why isn't my spouse's name listed in our plan documents?](https://support.solo401k.com/en/articles/1328357-why-isn-t-my-spouse-s-name-listed-in-our-plan-documents.md)
- [Who is the Settlor, Grantor & Protector of my Trust?](https://support.solo401k.com/en/articles/5210962-who-is-the-settlor-grantor-protector-of-my-trust.md): Banks and exchanges may ask for certain details about your trust. Here's how to answer with ease.
- [Is there a way to make my living trust the primary beneficiary?](https://support.solo401k.com/en/articles/1311587-is-there-a-way-to-make-my-living-trust-the-primary-beneficiary.md)
- [Do I have a Certificate of Trust?](https://support.solo401k.com/en/articles/5205639-do-i-have-a-certificate-of-trust.md): Where can I find my certificate of trust requested by third-party investment sponsors?
- [How to Get a Copy of Your EIN Letter](https://support.solo401k.com/en/articles/4098784-how-to-get-a-copy-of-your-ein-letter.md): Need a new copy of your Solo 401k trust or business EIN letter? Requesting it from the IRS is easy!
- [Is the EIN number you gave me supposed to be assigned to my Solo 401k Trust or to my business?](https://support.solo401k.com/en/articles/1311645-is-the-ein-number-you-gave-me-supposed-to-be-assigned-to-my-solo-401k-trust-or-to-my-business.md)
- [How do I prove my Solo 401k is a qualified retirement plan?](https://support.solo401k.com/en/articles/1311641-how-do-i-prove-my-solo-401k-is-a-qualified-retirement-plan.md)
- [Why is Nabers Services listed in my plan documents?](https://support.solo401k.com/en/articles/1311585-why-is-nabers-services-listed-in-my-plan-documents.md)
- [What is the SECURE Act & CARES Act Amendment?](https://support.solo401k.com/en/articles/8377468-what-is-the-secure-act-cares-act-amendment.md): Learn how the SECURE Act and CARES Act amendment affect your Solo 401k plan.
- [Is the Solo 401k an ERISA Plan?](https://support.solo401k.com/en/articles/2629937-is-the-solo-401k-an-erisa-plan.md): What is ERISA and is the Solo 401k qualified under its rules?
- [What is the EACA Amendment?](https://support.solo401k.com/en/articles/10011739-what-is-the-eaca-amendment.md)
- [Can I add the Auto-Enrollment feature to a Solo 401k at Schwab or Fidelity to claim the tax credit?](https://support.solo401k.com/en/articles/10015801-can-i-add-the-auto-enrollment-feature-to-a-solo-401k-at-schwab-or-fidelity-to-claim-the-tax-credit.md)
- [How do I change my address or contact info on my Solo 401k plan docs?](https://support.solo401k.com/en/articles/10684924-how-do-i-change-my-address-or-contact-info-on-my-solo-401k-plan-docs.md)
- [How to Open a Solera Bank Account for Your Solo 401k](https://support.solo401k.com/en/articles/2573346-how-to-open-a-solera-bank-account-for-your-solo-401k.md): Follow the helpful guide to get your bank account opened quickly and easily
- [How many bank accounts should I open for my Solo 401k Trust](https://support.solo401k.com/en/articles/1311688-how-many-bank-accounts-should-i-open-for-my-solo-401k-trust.md)
- [Is the 401k Trust revocable or irrevocable?](https://support.solo401k.com/en/articles/1311644-is-the-401k-trust-revocable-or-irrevocable.md)
- [Tips to Open Your Solo 401k Trust Bank Account](https://support.solo401k.com/en/articles/1428507-tips-to-open-your-solo-401k-trust-bank-account.md)
- [How do I open a brokerage account with my Solo 401k?](https://support.solo401k.com/en/articles/1311592-how-do-i-open-a-brokerage-account-with-my-solo-401k.md)
- [How to Open a Schwab Account with Your Solo 401k](https://support.solo401k.com/en/articles/1560156-how-to-open-a-schwab-account-with-your-solo-401k.md)
- [How to Open a Fidelity Account for the Solo 401k](https://support.solo401k.com/en/articles/1550136-how-to-open-a-fidelity-account-for-the-solo-401k.md)
- [How to Open an E\*Trade Account for the Solo 401k](https://support.solo401k.com/en/articles/1724412-how-to-open-an-e-trade-account-for-the-solo-401k.md): brokerage account for Solo 401k
- [How to open an EdwardJones Account for the Solo 401k](https://support.solo401k.com/en/articles/1724885-how-to-open-an-edwardjones-account-for-the-solo-401k.md): brokerage account with Solo 401k
- [How to Open a Merrill Lynch Account for the Solo 401k](https://support.solo401k.com/en/articles/8234834-how-to-open-a-merrill-lynch-account-for-the-solo-401k.md)

## Solo 401k Funding

- [Everything You Need to Know About Rollovers](https://support.solo401k.com/en/articles/6093919-everything-you-need-to-know-about-rollovers.md): 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 Solo 401k Contributions](https://support.solo401k.com/en/articles/6827518-everything-you-need-to-know-about-solo-401k-contributions.md): Contributions are a powerful way to reduce your taxes and fund your Solo 401k retirement account.
- [How to Classify Transactions](https://support.solo401k.com/en/articles/9500118-how-to-classify-transactions.md): Learn how to classify incoming and outgoing transactions in your Solo 401k plan to keep better records
- [​What's the difference between a transfer and a rollover?](https://support.solo401k.com/en/articles/1652825-what-s-the-difference-between-a-transfer-and-a-rollover.md): Confused about the difference between a rollover and transfer and which gets reported where? Read on to learn more!
- [How Quickly Can My Plan Accept Incoming Rollovers?](https://support.solo401k.com/en/articles/4454789-how-quickly-can-my-plan-accept-incoming-rollovers.md): Learn how quickly your Solo 401k can get up and running so you can begin investing.
- [Do I need to file a 1099-R to the IRS to document the roll over into the Solo 401k?](https://support.solo401k.com/en/articles/1311704-do-i-need-to-file-a-1099-r-to-the-irs-to-document-the-roll-over-into-the-solo-401k.md)
- [Can I Rollover Funds from a Non-Deductible IRA?](https://support.solo401k.com/en/articles/6654607-can-i-rollover-funds-from-a-non-deductible-ira.md): Learn why the Solo 401k cannot accept incoming rollover funds from a non-deductible IRA plan.
- [Can I roll in funds from a Roth IRA?](https://support.solo401k.com/en/articles/1311701-can-i-roll-in-funds-from-a-roth-ira.md)
- [Can I rollover funds from a 401k with an outstanding loan?](https://support.solo401k.com/en/articles/1311700-can-i-rollover-funds-from-a-401k-with-an-outstanding-loan.md)
- [How to Rollover Real Estate from the Self-Directed IRA to the Solo 401k](https://support.solo401k.com/en/articles/1832975-how-to-rollover-real-estate-from-the-self-directed-ira-to-the-solo-401k.md): Here's a simple guide on rolling over real estate from the Self-Directed IRA to your Solo 401k
- [How to Document an Indirect Rollover to Your Solo 401k Plan](https://support.solo401k.com/en/articles/1547279-how-to-document-an-indirect-rollover-to-your-solo-401k-plan.md)
- [How to Rollover an IRA LLC to the Solo 401k](https://support.solo401k.com/en/articles/1466335-how-to-rollover-an-ira-llc-to-the-solo-401k.md): Here's a simple guide on moving assets from one checkbook control retirement vehicle to another!
- [COVID-19 Distribution: Can I Take Money from one plan and re-deposit in another retirement account?](https://support.solo401k.com/en/articles/3898948-covid-19-distribution-can-i-take-money-from-one-plan-and-re-deposit-in-another-retirement-account.md)
- [Solo 401k Contributions Mini-Course](https://support.solo401k.com/en/articles/5231644-solo-401k-contributions-mini-course.md): This 15-minute class will walk you through best practices of how to make contributions, document them, and claim your tax deduction.
- [How to Make Contributions to a Solo 401k](https://support.solo401k.com/en/articles/4471969-how-to-make-contributions-to-a-solo-401k.md): Learn how to contribute funds from your business earnings to your Solo 401k plan and trust
- [What is the minimum annual contribution amount for my Solo 401k?](https://support.solo401k.com/en/articles/5746224-what-is-the-minimum-annual-contribution-amount-for-my-solo-401k.md)
- [After-tax Contributions: What they are and how to report them](https://support.solo401k.com/en/articles/5378511-after-tax-contributions-what-they-are-and-how-to-report-them.md): All Roth contributions are after-tax, but not all after-tax contributions are Roth. Read on to learn the important differences between them!
- [How to Formally Elect Your Contribution by the December 31st deadline](https://support.solo401k.com/en/articles/1430085-how-to-formally-elect-your-contribution-by-the-december-31st-deadline.md): Learn how to complete your contribution election by the IRS deadline
- [Can I contribute to a SEP IRA and Solo 401k at the same time?](https://support.solo401k.com/en/articles/1417264-can-i-contribute-to-a-sep-ira-and-solo-401k-at-the-same-time.md)
- [Is it correct that a Solo 401k only allows me to contribute based on my self-employment income?](https://support.solo401k.com/en/articles/1311754-is-it-correct-that-a-solo-401k-only-allows-me-to-contribute-based-on-my-self-employment-income.md)
- [Why are matching contributions not applicable for the Solo 401k?](https://support.solo401k.com/en/articles/1311748-why-are-matching-contributions-not-applicable-for-the-solo-401k.md)
- [Do Roth contributions need to come from business revenue?](https://support.solo401k.com/en/articles/1311747-do-roth-contributions-need-to-come-from-business-revenue.md)
- [Can Social Security income be contributed to my Solo 401k?](https://support.solo401k.com/en/articles/1311588-can-social-security-income-be-contributed-to-my-solo-401k.md)
- [How to Wire Funds Out of Your Solera Bank Account](https://support.solo401k.com/en/articles/7951349-how-to-wire-funds-out-of-your-solera-bank-account.md): Learn how to wire funds from your Solera Bank account
- [Can you contribute to an employer 401K \(W2 job\) and also contribute to a Solo 401k?](https://support.solo401k.com/en/articles/8285033-can-you-contribute-to-an-employer-401k-w2-job-and-also-contribute-to-a-solo-401k.md)
- [How to Use the Nabers Contribution Tracker](https://support.solo401k.com/en/articles/10192873-how-to-use-the-nabers-contribution-tracker.md): Learn how to chart your contributions and track your EACA percentage for the most accurate records of your 401k plan!
- [Do I need IRS Form 5498 for the Solo 401k?](https://support.solo401k.com/en/articles/10573614-do-i-need-irs-form-5498-for-the-solo-401k.md): Learn about IRS form 5498 and when it is used for contributions
- [1099-R and the Solo 401k](https://support.solo401k.com/en/articles/2641578-1099-r-and-the-solo-401k.md): Read along to learn when the 1099-R might be applicable to your Solo 401k plan
- [How to Roll Funds Out of Your Solo 401k](https://support.solo401k.com/en/articles/5328383-how-to-roll-funds-out-of-your-solo-401k.md): Follow the steps in this article and work with your CPA to roll funds out of your Solo 401k.
- [How to take an early withdrawal from your Solo 401k](https://support.solo401k.com/en/articles/1916659-how-to-take-an-early-withdrawal-from-your-solo-401k.md)
- [Can I distribute an asset \(property\) from the Solo 401k to myself and then live in it?](https://support.solo401k.com/en/articles/1311600-can-i-distribute-an-asset-property-from-the-solo-401k-to-myself-and-then-live-in-it.md)
- [Everything You Need to Know About Distributions](https://support.solo401k.com/en/articles/11662489-everything-you-need-to-know-about-distributions.md): 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 a Participant Loan](https://support.solo401k.com/en/articles/1311722-everything-you-need-to-know-about-a-participant-loan.md)
- [Mega Backdoor Roth Solo 401k and Roth IRA](https://support.solo401k.com/en/articles/1404407-mega-backdoor-roth-solo-401k-and-roth-ira.md): Learn what it is, how it works and whether it is advantageous for your situation!
- [1099-R for Mega Backdoor Roth Conversion](https://support.solo401k.com/en/articles/4782644-1099-r-for-mega-backdoor-roth-conversion.md)
- [How To Do An In-Plan Roth Conversion](https://support.solo401k.com/en/articles/1311672-how-to-do-an-in-plan-roth-conversion.md)
- [Can I Take Money Out of the Roth Portion of the Solo 401k?](https://support.solo401k.com/en/articles/1629968-can-i-take-money-out-of-the-roth-portion-of-the-solo-401k.md): This article will discuss distributing funds from the Roth Solo 401k
- [Can I Roll Roth Solo 401k funds to a Roth IRA?](https://support.solo401k.com/en/articles/1550907-can-i-roll-roth-solo-401k-funds-to-a-roth-ira.md)
- [How to make Roth contributions in the Solo 401k](https://support.solo401k.com/en/articles/1311599-how-to-make-roth-contributions-in-the-solo-401k.md)
- [What is the difference between a Roth IRA and a Designated Roth Account in the Solo 401k](https://support.solo401k.com/en/articles/1311586-what-is-the-difference-between-a-roth-ira-and-a-designated-roth-account-in-the-solo-401k.md)
- [How Do I Open A Roth Solo 401k?](https://support.solo401k.com/en/articles/1311575-how-do-i-open-a-roth-solo-401k.md)
- [How to Convert Assets In-Kind to Roth](https://support.solo401k.com/en/articles/4809368-how-to-convert-assets-in-kind-to-roth.md): Learn how to convert notes, real estate, crypto and other assets "in-kind" to your Roth 401k.

## Solo 401k Investments

- [What can the Solo 401k Invest in?](https://support.solo401k.com/en/articles/1328498-what-can-the-solo-401k-invest-in.md)
- [How to Buy Cryptocurrency \(Bitcoin\) with the Solo 401k](https://support.solo401k.com/en/articles/1328513-how-to-buy-cryptocurrency-bitcoin-with-the-solo-401k.md): Learn how to buy, hold, and trade Bitcoin and crypto in your Solo 401k trust
- [How do I buy real estate with my Solo 401\(k\)?](https://support.solo401k.com/en/articles/1311741-how-do-i-buy-real-estate-with-my-solo-401-k.md)
- [How to fill out a W-9 for your Solo 401k Trust](https://support.solo401k.com/en/articles/2426932-how-to-fill-out-a-w-9-for-your-solo-401k-trust.md): Learn how to complete IRS form W9 for your Solo 401k Trust
- [Cryptocurrency FAQ](https://support.solo401k.com/en/articles/5192536-cryptocurrency-faq.md): Get answers to frequently asked questions about buying Bitcoin and other cryptocurrencies with your Solo 401k and Checkbook IRA LLC
- [Can I Hold Crypto in a Cold Storage Wallet?](https://support.solo401k.com/en/articles/5192555-can-i-hold-crypto-in-a-cold-storage-wallet.md): Prefer to hold your own keys? Read on to learn about storing your own cryptocurrency in an offline cold storage wallet.
- [Prohibited Transactions...in Crypto?](https://support.solo401k.com/en/articles/5217124-prohibited-transactions-in-crypto.md): Is it possible to \(accidentally\) do a prohibited transaction with cryptocurrency in the Solo 401k?
- [Gemini Account: Add External Wallet Address and Withdraw Crypto](https://support.solo401k.com/en/articles/6369580-gemini-account-add-external-wallet-address-and-withdraw-crypto.md): Learn how to move your digital assets to an external wallet address from Gemini
- [View Your Account Name in Gemini](https://support.solo401k.com/en/articles/5902816-view-your-account-name-in-gemini.md): Learn how to quickly and easily view your account name for your crypto trading account
- [Lower Your Fees on Gemini](https://support.solo401k.com/en/articles/5672318-lower-your-fees-on-gemini.md): Make this quick but important update to your Gemini account to ensure the lowest fees!
- [Link Your Solera Bank Account to Your Gemini Crypto Account](https://support.solo401k.com/en/articles/5902803-link-your-solera-bank-account-to-your-gemini-crypto-account.md): Learn how to quickly and easily link your Solera Bank account to your Gemini crypto trading account via Plaid
- [Wire Funds to Gemini](https://support.solo401k.com/en/articles/5656646-wire-funds-to-gemini.md): Once you've activated your crypto trading account with Gemini, generate a wire transfer code to ensure funds come right to your account.
- [Open a Kraken Exchange Account for Your Self-Directed Retirement Funds](https://support.solo401k.com/en/articles/1732680-open-a-kraken-exchange-account-for-your-self-directed-retirement-funds.md): Watch our tutorial video about opening a cryptocurrency exchange account with Kraken so you can buy bitcoin with retirement funds
- [How to Open an ErisX Crypto Exchange Account](https://support.solo401k.com/en/articles/5386207-how-to-open-an-erisx-crypto-exchange-account.md): ErisX is a crypto exchange platform ready to open an account for your Solo 401k trust. Read on to learn more!
- [Open a Coinbase Prime Exchange Account for Your Solo 401k Retirement Funds](https://support.solo401k.com/en/articles/3400907-open-a-coinbase-prime-exchange-account-for-your-solo-401k-retirement-funds.md): Read our tutorial guide about opening a cryptocurrency exchange account with Coinbase Prime so you can buy Bitcoin with retirement funds
- [How to Buy Stocks & Bonds with your Solo 401k](https://support.solo401k.com/en/articles/10064872-how-to-buy-stocks-bonds-with-your-solo-401k.md)
- [Buying & Selling Real Estate with the Solo 401k](https://support.solo401k.com/en/articles/1328512-buying-selling-real-estate-with-the-solo-401k.md): Let’s cover a real world example of the Solo 401k purchasing a piece of real estate.
- [Titling Real Estate in the Solo 401k Trust](https://support.solo401k.com/en/articles/1311657-titling-real-estate-in-the-solo-401k-trust.md)
- [What kind of loan can I get to buy real estate in the Solo 401k?](https://support.solo401k.com/en/articles/1311605-what-kind-of-loan-can-i-get-to-buy-real-estate-in-the-solo-401k.md)
- [Non–Recourse Lending Sources](https://support.solo401k.com/en/articles/1311678-non-recourse-lending-sources.md)
- [Can I manage properties owned by my retirement account?](https://support.solo401k.com/en/articles/1311718-can-i-manage-properties-owned-by-my-retirement-account.md)
- [Can I be a Tenant-in-Common with my Solo 401k?](https://support.solo401k.com/en/articles/1481051-can-i-be-a-tenant-in-common-with-my-solo-401k.md): Is it possible to go in on a real estate investment deal with your retirement account?
- [Can I perform administrative oversight duties for my Solo 401k investments?](https://support.solo401k.com/en/articles/1311615-can-i-perform-administrative-oversight-duties-for-my-solo-401k-investments.md)
- [Can I flip properties inside my Solo 401k?](https://support.solo401k.com/en/articles/1311616-can-i-flip-properties-inside-my-solo-401k.md)
- [Can I Buy A Property In the Solo 401k with Both Roth and Traditional Funds?](https://support.solo401k.com/en/articles/1311564-can-i-buy-a-property-in-the-solo-401k-with-both-roth-and-traditional-funds.md)
- [How do I sell an investment property owned by my Solo 401k?](https://support.solo401k.com/en/articles/1311593-how-do-i-sell-an-investment-property-owned-by-my-solo-401k.md)
- [If I sell a property owned by the Solo 401k, are the profits active or passive?](https://support.solo401k.com/en/articles/1311595-if-i-sell-a-property-owned-by-the-solo-401k-are-the-profits-active-or-passive.md)
- [Can the Solo 401k buy real estate that has a business on that property?](https://support.solo401k.com/en/articles/1311590-can-the-solo-401k-buy-real-estate-that-has-a-business-on-that-property.md)
- [What is a Grant Deed and Why Might I Need One?](https://support.solo401k.com/en/articles/5386169-what-is-a-grant-deed-and-why-might-i-need-one.md): Learn about a grant deed transfer and how it may be needed when transferring in real estate to your IRA or Solo 401kk.
- [I sold an investment property I own personally. Can I contribute this money into my Solo 401k?](https://support.solo401k.com/en/articles/1311576-i-sold-an-investment-property-i-own-personally-can-i-contribute-this-money-into-my-solo-401k.md)
- [How to Invest in Real Estate Syndications with a Solo 401k](https://support.solo401k.com/en/articles/10064877-how-to-invest-in-real-estate-syndications-with-a-solo-401k.md): Learn how to invest Solo 401k funds in syndicated real estate deals
- [Titling Assets](https://support.solo401k.com/en/articles/1311659-titling-assets.md)
- [Can I Hold Gold Coins in the Solo 401k?](https://support.solo401k.com/en/articles/1492869-can-i-hold-gold-coins-in-the-solo-401k.md): Read on to learn what type of precious metals you can purchase and where they should be stored to remain compliant
- [How can the Solo 401k invest in life insurance?](https://support.solo401k.com/en/articles/2046863-how-can-the-solo-401k-invest-in-life-insurance.md)
- [How to Invest in a Fine Art Fund with a Solo 401k](https://support.solo401k.com/en/articles/10064908-how-to-invest-in-a-fine-art-fund-with-a-solo-401k.md)
- [How does the Solo 401k LLC work?](https://support.solo401k.com/en/articles/1311565-how-does-the-solo-401k-llc-work.md): Considering a Special Purpose LLC \(SP LLC\)? Read on to learn how they work.
- [Important Information About Your Special Purpose LLC](https://support.solo401k.com/en/articles/5411067-important-information-about-your-special-purpose-llc.md): Read on to learn important next steps in setting up and using your 401k LLC or IRA LLC
- [Tutorial: Special Purpose LLC Operating Agreement & Minutes Walk-Thru](https://support.solo401k.com/en/articles/5417353-tutorial-special-purpose-llc-operating-agreement-minutes-walk-thru.md): Do you have a Special Purpose LLC for your Solo 401k or IRA? Lean how and where to sign in your LLC documents.
- [How to Use the Roth 401k LLC](https://support.solo401k.com/en/articles/1401647-how-to-use-the-roth-401k-llc.md)
- [How to complete Form W-9 for your Solo 401k LLC](https://support.solo401k.com/en/articles/5506984-how-to-complete-form-w-9-for-your-solo-401k-llc.md)
- [What is a prohibited transaction?](https://support.solo401k.com/en/articles/1311721-what-is-a-prohibited-transaction.md): Learn what a prohibited transaction is...and how to avoid it!
- [Can I receive income personally from my Solo 401k investment?](https://support.solo401k.com/en/articles/1311719-can-i-receive-income-personally-from-my-solo-401k-investment.md)
- [Can I put a property I already own into the Solo 401k?](https://support.solo401k.com/en/articles/1311603-can-i-put-a-property-i-already-own-into-the-solo-401k.md)
- [Can the Solo 401k receive a loan from a friend or relative to invest in property owned by the Solo 401k?](https://support.solo401k.com/en/articles/1311608-can-the-solo-401k-receive-a-loan-from-a-friend-or-relative-to-invest-in-property-owned-by-the-solo-401k.md)
- [How to Invest in Private Equity and Start-Ups](https://support.solo401k.com/en/articles/10064894-how-to-invest-in-private-equity-and-start-ups.md)
- [How to Invest in Private Lending & Debt with a Solo 401k](https://support.solo401k.com/en/articles/10064901-how-to-invest-in-private-lending-debt-with-a-solo-401k.md)

## Solo 401k Maintenance

- [Attorney Resources List](https://support.solo401k.com/en/articles/5224875-attorney-resources-list.md)
- [Who generates the 1099-R filing?](https://support.solo401k.com/en/articles/1311601-who-generates-the-1099-r-filing.md): Learn who files and submits the 1099-R for Roth conversions and RMDs.
- [5500-EZ Plan characteristics for your CPA](https://support.solo401k.com/en/articles/1311710-5500-ez-plan-characteristics-for-your-cpa.md)
- [How to fill out a 5500-EZ](https://support.solo401k.com/en/articles/1311683-how-to-fill-out-a-5500-ez.md)
- [I just set up the Solo 401k. When do I have to file form 5500-EZ?](https://support.solo401k.com/en/articles/1311611-i-just-set-up-the-solo-401k-when-do-i-have-to-file-form-5500-ez.md)
- [Where and when do I file form 5500-EZ for the Solo 401k?](https://support.solo401k.com/en/articles/1311609-where-and-when-do-i-file-form-5500-ez-for-the-solo-401k.md)
- [How to File IRS Form 1099-R](https://support.solo401k.com/en/articles/4782641-how-to-file-irs-form-1099-r.md): Check out the helpful guide for filing help for the 1099- R, which is used to document funds leaving your Solo 401k plan.
- [1099-R and Required Minimum Distributions \(RMD\)](https://support.solo401k.com/en/articles/4782650-1099-r-and-required-minimum-distributions-rmd.md): Every time you take a required minimum distribution \(RMD\) from your Solo 401k, you need to file IRS form 1099-R
- [How to notify the IRS of a new address](https://support.solo401k.com/en/articles/6139452-how-to-notify-the-irs-of-a-new-address.md)
- [Do I pay taxes when I move money inside a Solo 401k?](https://support.solo401k.com/en/articles/5386164-do-i-pay-taxes-when-i-move-money-inside-a-solo-401k.md): Moving funds from your 401k bank account to your 401k brokerage account is not a taxable event!
- [How do I Change the name of my trust?](https://support.solo401k.com/en/articles/4073813-how-do-i-change-the-name-of-my-trust.md): Learn how to change the name of your Solo 401k trust with the IRS
- [What tax reporting is necessary for the LLC that was created as my adopting employer for my Solo 401k?](https://support.solo401k.com/en/articles/1311680-what-tax-reporting-is-necessary-for-the-llc-that-was-created-as-my-adopting-employer-for-my-solo-401k.md)
- [Can I have an interest-bearing checking account for my Solo 401k funds?](https://support.solo401k.com/en/articles/1311569-can-i-have-an-interest-bearing-checking-account-for-my-solo-401k-funds.md)
- [How do I take required minimum distributions \(RMDs\) from the Solo 401k?](https://support.solo401k.com/en/articles/1311598-how-do-i-take-required-minimum-distributions-rmds-from-the-solo-401k.md)
- [Does the Roth Solo 401k have Required Minimum Distributions \(RMDs\)?](https://support.solo401k.com/en/articles/1516265-does-the-roth-solo-401k-have-required-minimum-distributions-rmds.md)
- [Are there Required Minimum Distributions \(RMDs\) for the Solo 401k?](https://support.solo401k.com/en/articles/1311671-are-there-required-minimum-distributions-rmds-for-the-solo-401k.md)
- [How do I take the RMD if my funds are in real estate?](https://support.solo401k.com/en/articles/1311602-how-do-i-take-the-rmd-if-my-funds-are-in-real-estate.md)
- [How do I Calculate my RMD for my Solo 401k?](https://support.solo401k.com/en/articles/1311667-how-do-i-calculate-my-rmd-for-my-solo-401k.md)
- [Coronavirus-Related Loan Provisions](https://support.solo401k.com/en/articles/3856883-coronavirus-related-loan-provisions.md): Learn how the Coronavirus pandemic has affected Solo 401k loans \(both amount and repayment period\)

## Checkbook IRA

- [Can I borrow money from my IRA or IRA LLC?](https://support.solo401k.com/en/articles/1311726-can-i-borrow-money-from-my-ira-or-ira-llc.md)
- [How to Do a Backdoor Roth IRA Conversion...and get the Money in your Roth IRA LLC](https://support.solo401k.com/en/articles/4232696-how-to-do-a-backdoor-roth-ira-conversion-and-get-the-money-in-your-roth-ira-llc.md): Learn how to backdoor Roth IRA funds and get those funds into the Checkbook Roth IRA LLC you control!
- [How to Complete Form W-9 for an IRA LLC](https://support.solo401k.com/en/articles/2294157-how-to-complete-form-w-9-for-an-ira-llc.md)