Tag Archives: direct rollover

Solo 401k

What are my Self-Directed Solo 401k options if I am no longer self-employed?

January 29, 2021 | By Mark Nolan

For owners of owner-only businesses who are no longer self-employed, and wish to close their solo 401k plan,  you have two options: Option 1: You can either take the funds and the assets (e.g., real estate, notes, private investments, etc.) from your Solo 401k as a Taxable Distribution. If you are under 59 1/2 you […]

Solo 401k

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

February 11, 2017 | By Mark Nolan

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. […]

401k Business Financing

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

December 9, 2016 | By George Blower

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 […]

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