Solo 401k

Equity Trust Solo 401k Review/Compare vs Self-Directed Solo 401k

Equity Trust Solo 401k Review Please check out our webinar as we discuss the top reasons why clients transfer or switch their solo 401k at EQUITY TRUST to a self-directed Solo 401k with us including: The reasons why clients switch The fees and costs The ongoing compliance support that we provide. EQUITY TRUST vs. Self-directed Solo 401k […]

The Solo 401k December 31, 2020 Set up/Adoption Deadline

While the 2019 SECURE Act extended the deadline to adopt a Solo 401k plan from the end of the year to the business tax return deadline including any timely filed extension, the IRS has not yet updated its prior guidelines stating that employee contributions must be elected by the end of the year. Therefore until […]

ASCENSUS Individual k Review – How to Change to a Self-directed Solo 401k

ASCENSUS Individual k Review Please check out our webinar as we discuss the top reasons why clients transfer or switch their solo 401k at ASCENSUS to a self-directed Solo 401k with us including The reasons why clients switch The fees and costs The ongoing compliance support that we provide. Upgrade Your ASCENSUS Solo 401k Why Switch? 100% […]

Solo 401k Webinar – Deep Dive Compare Self-directed Roth 401k VS. Roth IRA

Please check out our webinar for an in-depth discussion of the differences between self-directed Roth 401k vs. Roth IRA. Roth 401k vs Roth IRA Technical Differences Practical Considerations How to get more info about your situation Compare Roth IRA vs. Roth Solo 401k Compare Roth IRA vs. Roth Solo 401k Compare Roth IRA vs. Roth […]

E*TRADE Solo 401k Restatement Review – How to Change to a Self-directed Solo 401k

Please check out our webinar as we discuss the top reasons why clients transfer or switch their solo 401k at E*TRADE to a self-directed Solo 401k with us including The process The costs The ongoing compliance support that we provide. Restatement –E*TRADE to Self-directed Solo 401k Reasons to Switch 100% FLAT FEE self-directed plan including Mega Backdoor […]

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