Self-Employed Individuals Moving from SEP IRA to Solo 401(k) Plan Providers
IRA Financial Group, the leading Solo 401K Plan provider of IRS compliant plans, has seen a significant increase in the number of self-employed and small business owners moving from the SEP IRA to the...
View ArticleDo I report Rollovers to a Self-Directed IRA?
In general, a rollover of retirement funds to a self-directed IRA is a tax-free distribution to the taxpayer from one retirement account (traditional IRA or employer’s pension plan) that rolls over...
View ArticleHow do I Report a Rollover to a Solo 401(k) Plan?
In general, a rollover of retirement funds, such as an IRA or 401(k) Plan, to a Solo 401k plan is a tax-free distribution to the taxpayer from one retirement account (traditional IRA or employer’s...
View ArticleCompleting IRS Form 5500 for Your Individual 401k
In general, the solo 401(k) plan, also known as an Individual 401(k), is easy to operate. There is generally no annual filing requirement unless the fair market value of your solo 401(k) plan asset...
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Completing IRS Form 5500 for Your Individual 401k
In general, the solo 401(k) plan, also known as an Individual 401(k), is easy to operate. There is generally no annual filing requirement unless the fair market value of your solo 401(k) plan asset...
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