Tag Archives: conversion

Solo 401k

When are Mega Backdoor Roth Conversions Reported?

November 21, 2022 | By George Blower

Solo 401k Question Answered – When are Mega Backdoor Roth Conversions Reported?

Solo 401k

Self-directed Solo 401k Question – Can I convert my promissory note investment to my Roth Solo 401k?

August 1, 2022 | By George Blower

Self-directed Solo 401k Question – Can I convert my promissory note investment to my Roth Solo 401k?

IRA LLC

IRA Conversion & IRA Recharacterizations Differences

February 1, 2021 | By Mark Nolan

The IRA conversion and IRA recharacterizing rules can be easily confused. Following are the differences between these two IRA transactions. What is a conversion? A conversion occurs when IRA funds including assets (e.g., real estate, IRA owned LLC, notes, and even equities) are moved from a Traditional IRA, SIMPLE IRA, and SEP IRA to a […]

Solo 401k
  • Open an account

  •  

  • About MySolo401k

    We help our clients take control of their retirement money. Our products and services provide our clients the freedom to invest their retirement savings in their own business as well as alternative investments such as real estate, private companies, promissory notes, precious metals, tax liens and equities.
    Learn more

    Connect with us

  • We’re here to help.

    Call: 800-489-7571

    Monday-Friday

    8:00 am - 4:00 pm PT

    Why us?
MENU