How to Guide-Mega Back Door Roth Solo 401k Conversion of Fidelity Non-Prototype Solo 401k Brokerage Account to Roth IRA at Vanguard

My Solo 401k Financial clients also have the option to convert their voluntary after-tax solo 401k funds held in a non-prototype brokerage account at Fidelity Investments to their Vanguard Roth IRA. The following video and procedure detail the following:

  • How to open a mega backdoor Roth solo 401k with My Solo 401k Financial;
  • How open the solo 401k non-prototype brokerage accounts at Fidelity Investments;
  • How to convert the voluntary after-tax solo 401k funds from Fidelity Investments to the Roth IRA at Vanguard; and
  • How to report the non-taxable conversion of voluntary after-tax solo 401k funds to the Vanguard Roth IRA.
  • Video Slides: Mega Backdoor Fidelity Roth Solo 401k to Roth IRA at Vanguard

About Mark Nolan

Each day I speak with energetic entrepreneurs looking to take the plunge into a new venture and small business owners eager to take control of their retirement savings. I am passionate about helping others find their financial independence. Having worked for over 20 years with some of the top retirement account custodian and insurance companies I have a deep and extensive knowledge of the complexities of self-directed 401ks and IRAs as well as retirement plan regulations. Learn more about Mark Nolan and My Solo 401k Financial >>