Self-Directed Solo 401k Forms
Real Estate
Promissory Notes
- Secured: Solo 401k Secured Note Purchase Form
- Unsecured: Solo 401k Unsecured Note Purchase Form
SAMPLE Promissory Note: CLICK HERE
General Investment
- (e.g. LLC, LP, Corp.)
Solo 401k General Investment Form
Investment Deposit
Annual Solo 401k Contribution
In-Plan Conversion Forms
After-Tax to Roth IRA Conversion Form
Solo 401k Distribution Forms
- Pretax Solo 401k Partial Taxable Distribution
- ROTH Solo 401k Partial Distribution
- Closing Plan: Full Taxable Pretax Solo 401k Distribution
- Closing Plan: Full ROTH SOLO 401K DISTRIBUTION
- Full Transfer of Pretax Solo 401k to Pretax IRA
- CLOSING PLAN: Full Transfer of Pre-Tax Solo 401k funds to Pretax Full-Time Employer Plan
- Partial Transfer of Pretax Solo 401k to Pretax IRA
- Full Transfer of Roth Solo 401k to ROTH IRA
- Partial Transfer of Roth Solo 401k to ROTH IRA
- Pretax Solo 401k to Roth IRA TAXABLE Conversion Form