Tag Archives: direct rollover

Employer-Sponsored Plan Participant Rollovers to a Solo 401k Plan

The rule of thumb is that if you are eligible to receive a distribution from your employer’s plan (current or former employer), then you can generally roll those assets from an employer sponsor plan to a solo 401k plan. Types of eligible employer plans are profit sharing and 401k plans, 403b and 457b government plans. […]

ROBS 401k – How Long Does It Take to Finance My Business with a Rollover as Business Startup?

For most new business owners, time is of the essence – as they say “Time is Money!” There may be many important business reasons why time is critical such as a limited opportunity to buy a business or you may be seeking to start a business before a profitable busy season. For a potential business […]