Moving the funds from the ROTH solo 401k bank/brokerage account to your personal ROTH IRA:

• By Check: Make the check payable in the name of the ROTH IRA custodian for your benefit, ROTH IRA. For Example, if your Roth IRA is at Fidelity Investments, the check would be made payable as follows: Fidelity Investments F.B.O John Do, Roth IRA
• Deposit the funds directly into your Roth IRA account. In the memo section of the check, write “Partial Direct Rollover to Roth IRA”
• Electronically: You may also have the bank or brokerage firm process the funds from the solo 401k electronically such as by wire to your Roth IRA account.

In-kind Transfer of Real Estate Held in the ROTH Solo 401k

If an alternative investment such as real estate is being transferred to a self-directed Roth IRA from the ROTH solo 401k (in-kind transfer), make sure to first get the property valued /appraised to ensure the correct value is transferred to the Roth IRA, and you will need to work with the Roth IRA custodian to have the property assigned/deeded from the Roth solo 401k to the Roth IRA. If real estate, You will need to contact the county recorder to have this done.