Step 3: Convert/move the Solo voluntary after-tax contribution to the Roth solo 401k or Roth IRA

While the required IRS reporting is the same whether you used a bank vs a brokerage account to hold the voluntary after-tax solo 401k funds, the conversion/movement of the funds varies by financial institution.

Bank Account: If converting from the solo 401k bank account, CLICK HERE.

Brokerage Account: CLICK HERE if converting from the solo 401k brokerage account.

CLICK HERE to proceed to step 4.

CLICK HERE to review all the steps.

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